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Notis

Check invoice email details against Bonsai

Compare the message you received with the invoice context in Bonsai before you follow its instructions.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

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`.

Why this helps

A payment email can be hard to verify when invoice references and client details need to be checked across tools.

  • Compare message details with available Bonsai invoice context.
  • Surface mismatches or missing information for review.
  • Avoid acting on an email before checking its reference.

Setup

Build it in a few focused steps.

  • 1Connect Bonsai and Gmail once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and add a name and prompt.
  • 3In one instruction, ask Notis to fetch the specified Gmail message and compare its invoice references with Bonsai billing details, reporting any mismatch or missing data.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real invoice email and verify the comparison against the source records.

Questions about this workflow

Does this determine whether an email is fraudulent?

No. It compares available references and flags discrepancies for your review; it does not establish sender legitimacy.

What if the invoice details are incomplete?

The report should state which information is missing instead of assuming the values match.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Bonsai to Gmail. A trigger fires from one place; an action lands in another.

Bonsai triggers

Gmail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Create label

Creates a new label with a unique name in the specified user's gmail account.

ActionInstant

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`.

ActionInstant

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.

ActionInstant

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

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`.

ActionInstant

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`.

ActionInstant

Connect any two apps with Notis in the middle.

Bonsai and Gmail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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