Send receipt requests for unmatched payments
Resolve payment matching gaps before they turn into accounting cleanup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Email
Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Why this helps
Unmatched payments consume time when nobody requests the missing remittance details quickly.
- Resolve unmatched payments faster
- Ask for precise missing details
- Reduce accounting follow-up
Setup
Build it in a few focused steps.
- 1Connect Chaser and Gmail once in the Notis portal.
- 2Create an automation that sends Gmail receipt requests for Chaser payments lacking matching invoice context.
- 3Describe the exact details to request and the tone in one instruction.
- 4Pick the notis_webhook trigger, choose a report channel, and test with one unmatched payment.
Questions about this workflow
What details can it request?
Ask for remittance advice, invoice reference, payer name, payment date, or transaction reference.
Can it avoid duplicate requests?
Provide the prior contact context and ask Notis to send only when no matching request exists.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chaser to Gmail. A trigger fires from one place; an action lands in another.
Chaser 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.
Chaser and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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