Follow up on overdue invoices consistently
Let a scheduled review surface overdue invoices and send a polite, specific nudge when your rule matches.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Email
Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Why this helps
Chasing overdue invoices takes repeated attention away from work that moves the business forward.
- Finds invoice records that meet your overdue rule
- Puts the amount and payment context in the email when available
- Creates a consistent follow-up routine
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Gmail once in the Notis portal.
- 2Create an automation for overdue invoice nudges.
- 3Describe in one instruction the overdue criteria, recipient, and message to send.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real overdue invoice and verify the recipient and details.
Questions about this workflow
Can this calculate an overdue balance?
Only if the required invoice and payment details are available. Specify the source data or provide the balance in the record.
Does this send an email or create a draft?
This workflow sends a Gmail email when a record meets your rule. Test with care and specify the intended recipient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Gmail. A trigger fires from one place; an action lands in another.
AnyDB triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
AnyDB and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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