Bring payment context into deck approval
A quick payment review at approval time can make your next client step clearer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Payments
Tool to list payments. use when you need to retrieve all payments with optional filters like customer, invoice, date range, and pagination.
Why this helps
Deck approval often triggers new client work, while payment context stays out of sight in another tool.
- Place payment review at a natural client-work checkpoint.
- See relevant account activity before choosing a next step.
- Reduce the need to reconstruct context later.
Setup
Build it in a few focused steps.
- 1Connect MagicSlides and Zoho Invoice to Notis once in the portal.
- 2Create the automation in the portal or ask Notis in plain language.
- 3Prompt Notis to summarize relevant Zoho Invoice payment records when a client deck approval webhook arrives.
- 4Pick an incoming webhook trigger and a reporting channel.
- 5Send one approval webhook and confirm the returned context is useful.
Questions about this workflow
Will the approval event come from MagicSlides?
Not from a listed integration trigger. A custom backend or external tool must send Notis the webhook.
Can it send a payment reminder?
No. It can retrieve payments for a review summary; payment reminder actions are not among the supplied events.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link MagicSlides to Zoho invoice. A trigger fires from one place; an action lands in another.
MagicSlides triggers
Zoho invoice actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Zoho Invoice Item
Tool to retrieve the details of a specific item by item id. use when you need to fetch an item's data after confirming its existence.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Contacts
Tool to list contacts. use after obtaining the organization id to retrieve contacts with optional filters and pagination.
List Expenses
Tool to list all expenses with optional pagination. use when you need to retrieve expenses with simple pagination.
List Invoices
Tool to list invoices. use when you need to retrieve all invoices with optional filters and pagination.
List Items
Tool to list all items. use when you need to retrieve your item catalog with optional pagination and filtering after specifying the organization id.
List Payments
Tool to list payments. use when you need to retrieve all payments with optional filters like customer, invoice, date range, and pagination.
Connect any two apps with Notis in the middle.
MagicSlides and Zoho invoice, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Zoho invoice.