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Find older unpaid invoices and prepare follow-up

Turn a periodic unpaid-invoice review into a short list of ready-to-check customer drafts.

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

Unpaid invoices can disappear from view when follow-up is mixed in with everyday email.

  • Surface unpaid invoices using a chosen age threshold.
  • Prepare follow-up without composing each message from scratch.
  • Keep payment follow-up visible in Gmail drafts.

Setup

Build it in a few focused steps.

  • 1Connect BTCPay Server and Gmail once in Notis.
  • 2Create an automation that finds unpaid invoices older than your chosen threshold and prepares customer follow-up drafts.
  • 3Choose a recurring schedule and select where run reports go.
  • 4Test with one real unpaid invoice and check its status before sending.

Questions about this workflow

How old should an invoice be before follow-up?

Choose a threshold that fits your process and state it in the instruction.

Could a customer have paid since the invoice was found?

Have the automation recheck the current invoice status before drafting, and review the status before sending.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Btcpay server 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.

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

When this happens · Trigger

Do this · Action

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