Make generated invoices easier to locate
Send a finished invoice PDF into the Slack workflow your team already uses, with a reference and useful context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Why this helps
Finance and operations lose time searching messages for the current invoice link.
- Make invoice links discoverable in Slack.
- Keep customer or billing context with the file.
- Reduce repeated requests for the invoice URL.
Setup
Build it in a few focused steps.
- 1Connect Cloudlayer and Slack once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want.
- 3Describe adding each generated invoice as a remote file with its link and billing context.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real invoice.
Questions about this workflow
What details are needed for the remote file?
Slack requires a unique external ID and a URL it can access. Include these with the invoice context in the webhook request.
Does this upload the PDF into Slack?
The listed action adds a reference to an external file. It does not describe uploading the file itself.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudlayer to Slack. A trigger fires from one place; an action lands in another.
Cloudlayer triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Cloudlayer and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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