Keep invoice follow-through visible during Braze campaigns
A recurring invoice review can help you notice customer billing follow-up while campaign work is underway.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invoices
Tool to list all invoices (v2). use when you need to fetch multiple invoice records.
Why this helps
Billing follow-up competes with campaign work, so an invoice that needs attention can stay unnoticed.
- Bring invoice follow-up into a predictable review.
- Help keep customer billing work from disappearing among campaign tasks.
- Reduce manual invoice list checking.
Setup
Build it in a few focused steps.
- 1Connect Braze and JobNimbus to Notis once through the portal.
- 2Create an automation in the portal or ask Notis for one conversationally.
- 3Write one instruction to list JobNimbus invoices on a schedule and flag records relevant to Braze campaign customers for review.
- 4Choose a recurring schedule and a run-report channel, then verify the first summary against real invoices.
Questions about this workflow
Does this send or update invoices?
No. The available action lists invoices for review; it does not send or edit them.
Can it identify a particular campaign cohort?
Describe the relevant customer context in the prompt and verify the first review with a real cohort.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Braze to Jobnimbus. A trigger fires from one place; an action lands in another.
Braze triggers
Jobnimbus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Location
Tool to create a new location in jobnimbus. use after gathering address and contact details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Activity by ID
Tool to retrieve a specific activity by its id. use after confirming the activity's jnid is valid.
Get Contact by ID
Tool to retrieve a contact by id. use after obtaining the contact’s jnid to fetch full details.
List Contacts
Tool to list all contacts. use when you need to fetch multiple contacts, e.g., for reporting or synchronization.
Create File Attachment Type
Tool to create a new file attachment type. use when you need to register a custom document category before uploading files.
Create Material Order
Tool to create a new material order (v2). use when you need to place a materials order for a contact after gathering item details.
Create Task
Tool to create a new task. use when scheduling or tracking tasks linked to contacts or jobs.
Create Workflow Status
Tool to create a new status in an existing workflow. use after confirming the workflow id to add specialized status entries like 'lead' or 'inspection'.
Connect any two apps with Notis in the middle.
Braze and Jobnimbus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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