Make overdue invoice follow-ups easier to handle
Get a small batch of payment reminders ready for a quick review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Following up on unpaid invoices takes attention away from running the business.
- Review invoice information on a recurring schedule.
- Keep payment reminders as drafts until you approve them.
Setup
Build it in a few focused steps.
- 1Connect Ascora and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to review available Ascora invoice data and draft a polite Gmail follow-up for each overdue invoice.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real overdue invoice and review the draft.
Questions about this workflow
Does Notis know which invoices are overdue?
Ask Notis to use the status and due date available in Ascora. If that information is unavailable, supply it in your instruction or input.
Will reminders go out without review?
No. The Gmail action creates drafts for you to inspect and send.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ascora to Gmail. A trigger fires from one place; an action lands in another.
Ascora 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.
Ascora and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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