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Notis

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.

TriggerScheduled

Set snooze duration

Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Add an emoji alias

Adds an alias for an existing custom emoji in a slack enterprise grid organization.

ActionInstant

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.

ActionInstant

Add a star to an item

Stars a channel, file, file comment, or a specific message in slack.

ActionInstant

Add call participants

Registers new participants added to a slack call.

ActionInstant

Add emoji

Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.

ActionInstant

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.

ActionInstant

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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