Keep overdue invoice follow-up on track
Give overdue invoice follow-up a predictable review without leaving a fresh reminder for every account on your to-do list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Letter
Tool to send a letter via u.s. mail with specified recipient, sender, and pdf. use after confirming recipient and document details. example: send letter(to name='john doe', to address='123 main st, ...', file url='https://...')
Why this helps
Collections follow-up can feel mentally expensive when each account needs separate checking and a new manual task.
- Review overdue accounts in one scheduled pass.
- Require current invoice status and verified contact details before mailing.
- See which notices ran through the selected report channel.
Setup
Build it in a few focused steps.
- 1Connect Emailable and Docupost to Notis once in the portal.
- 2Create a weekly scheduled automation or ask Notis to create it conversationally.
- 3Write a single prompt to review only currently overdue invoices and mail the approved notice PDF when Emailable validation, postal address, sender, and notice eligibility are confirmed.
- 4Choose the weekly cron schedule and report channel; test with one eligible invoice.
Questions about this workflow
Should the letter be sent immediately when an invoice becomes overdue?
This version reviews on a schedule. Set the desired cadence and overdue criteria in the prompt, and confirm the notice is appropriate for your process.
What if a payment arrives after the review starts?
Make current payment status a required check and hold the mailing whenever the account is paid or disputed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Emailable to Docupost. A trigger fires from one place; an action lands in another.
Emailable triggers
Docupost actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send Letter
Tool to send a letter via u.s. mail with specified recipient, sender, and pdf. use after confirming recipient and document details. example: send letter(to name='john doe', to address='123 main st, ...', file url='https://...')
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Postcard
Tool to send a postcard via u.s. mail with specified recipient, sender, and front/back images. use after confirming recipient addresses and design urls. example: send postcard(to name='john doe', ..., front image='https://...', back image='https://...')
Connect any two apps with Notis in the middle.
Emailable and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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