Keep payment context close to client follow-up
When you share a deck, bring relevant payment activity into view for your next conversation.
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
The next client step can be hard to track when presentation work and payment history live in separate places.
- Connect deck sharing with a useful billing check.
- Review payment context before deciding on a follow-up.
- Keep the next client step visible in your chosen channel.
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 payments when a deck-sharing webhook arrives.
- 4Select an incoming webhook trigger and the channel for run reports.
- 5Send one test webhook after sharing a real deck and confirm the summary.
Questions about this workflow
Does the webhook come from MagicSlides automatically?
No. An external tool or custom backend must send the webhook because MagicSlides has no listed trigger event.
Will Notis follow up with the client?
No. This workflow retrieves payment records and reports context; it does not contact the client.
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.