Make invoice follow-ups easier to send
Turn the billing context you have in Bonsai into a calm, specific follow-up draft.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Chasing an invoice can mean locating the right amount, client, and context before you can write even a short email.
- Use available invoice and client details in the draft.
- Keep the tone polite and consistent.
- Review invoice status and wording before sending.
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 use available Bonsai invoice context to prepare a polite Gmail follow-up draft for your review.
- 4Choose a webhook trigger, then pick where run reports should go.
- 5Test with one real invoice example and confirm the details in Gmail.
Questions about this workflow
Will it decide that an invoice is overdue?
Only if the returned Bonsai details include enough information to establish that. Otherwise, provide the due-date rule or ask it to draft a neutral status check.
Does it send payment reminders?
No. It creates a draft, leaving you in control of whether and when to send it.
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.
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.
Bonsai and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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