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Notis

Keep delivery context with its invoice

When a delivery is confirmed, carry a useful reference into an eligible invoice so the billing record is easier to understand later.

Trigger

Webhook received

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

Action

Update Invoice

Tool to update an invoice. use when the invoice is not yet paid or delivered to modify only allowed fields. only the fields: po number, tag list, payment details, notes, street line 1, street line 2, custom metadata, and attachment can be modified.

Why this helps

Invoice records can lack the delivery context that explains what work the customer was billed for.

  • Keep a delivery reference close to the invoice record.
  • Reduce later searching for the project context behind a charge.
  • Add notes only when the invoice is still eligible for updates.

Setup

Build it in a few focused steps.

  • 1Connect Flotiq and Quaderno to Notis once through the portal.
  • 2Create an automation in the portal or ask Notis to update eligible Quaderno invoices when Flotiq records delivery.
  • 3Write one plain-language instruction describing which allowed note or metadata should be added and which invoices qualify.
  • 4Choose a Notis webhook trigger and report channel, then test with one unpaid, undelivered invoice.

Questions about this workflow

Can every invoice be updated?

No. Quaderno permits only specified fields and only while an invoice is not paid or delivered.

Does this create an invoice?

No. It updates eligible existing invoices with delivery context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Flotiq to Quaderno. A trigger fires from one place; an action lands in another.

Flotiq triggers

Quaderno actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Calculate Tax Rate

Tool to calculate applicable tax rate for given address and transaction type. use when you need tax details before invoicing.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Contact

Tool to create a new contact (customer or vendor). use when you need to add a person or company contact in quaderno.

ActionInstant

Create Invoice

Tool to create a new invoice. use when you need customer, items, and payment details prepared before invoicing.

ActionInstant

Create Product

Tool to create a new product. use after configuring sku, pricing, and tax settings.

ActionInstant

Delete Coupon

Tool to permanently delete a coupon. use when you have confirmed the coupon id is correct and need to remove it permanently (cannot be undone).

ActionInstant

Delete Expense

Tool to permanently delete an expense by id. use when you have confirmed the expense id is correct and no longer need the expense.

ActionInstant

Delete Product

Tool to permanently delete a product by id. use when you have confirmed the product id is correct and no longer need the product.

ActionInstant

Delete Tax ID

Tool to permanently delete a registered tax id by id. use when you have confirmed the tax id exists and no longer need the tax id.

ActionInstant

Connect any two apps with Notis in the middle.

Flotiq and Quaderno, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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