Make month-end payment close easier to prepare
Use a scheduled review to gather checked BTCPay invoice details into Airtable at month end.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create multiple records
Creates multiple new records in a specified airtable table.
Why this helps
Month-end close becomes harder when invoice details are collected only after someone remembers to start.
- Gather prior-month payment details in one table
- Reduce last-minute manual collection
- Create a consistent starting point for close review
Setup
Build it in a few focused steps.
- 1Connect BTCPay Server and Airtable to Notis once in the portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3In one instruction, define the completed month, which invoice statuses to include, and ask Notis to create Airtable records for the close.
- 4Choose the Notis cron trigger, set a month-end schedule, and select where run reports should go.
- 5Test with one completed month and review the records before using them for close.
Questions about this workflow
Does this complete accounting close?
No. It gathers BTCPay invoice information in Airtable for your review and does not replace accounting reconciliation.
What statuses should be included?
Specify whether to include paid invoices only or other statuses relevant to your close process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Btcpay server to Airtable. A trigger fires from one place; an action lands in another.
Btcpay server triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Btcpay server and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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