Spot missing billing contacts before work is ready to bill
A scheduled comparison can bring potential contact gaps to your attention while there is still time to fill them calmly.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contacts
Tool to list contacts, paginated and filterable by name, email, or tax id. use when you need to retrieve subsets of your contacts.
Why this helps
Client details may exist in content operations without a matching billing contact when an invoice is finally needed.
- Surface potential billing contact gaps on a regular cadence.
- Prepare client records before invoice time.
- Reduce last-minute searching for customer details.
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 compare active Flotiq clients with Quaderno contacts.
- 3Describe in one plain-language instruction what potential missing contacts should be reported for follow-up.
- 4Choose a weekly cron trigger and report channel, then review one real comparison.
Questions about this workflow
Will this create missing contacts automatically?
No. It lists Quaderno contacts for comparison and reports possible gaps.
Why run this weekly?
A regular check gives you time to complete billing setup before active client work reaches an invoice milestone.
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.
Calculate Tax Rate
Tool to calculate applicable tax rate for given address and transaction type. use when you need tax details before invoicing.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact (customer or vendor). use when you need to add a person or company contact in quaderno.
Create Invoice
Tool to create a new invoice. use when you need customer, items, and payment details prepared before invoicing.
Create Product
Tool to create a new product. use after configuring sku, pricing, and tax settings.
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).
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.
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.
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.
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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