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Close the week with payment follow-up in view

End the week knowing which payment records deserve a look when you return.

Trigger

Recurring schedule

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

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

Loose billing follow-ups can disappear over the weekend and be harder to pick up again Monday.

  • Create a clean stopping point for payment review.
  • Carry next steps into the following week.
  • Avoid reopening multiple records just to remember where things stand.

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 list recent Zoho Invoice payments each Friday and summarize any client follow-ups to carry into next week.
  • 4Choose a weekly Friday schedule and a channel for run reports.
  • 5Review one real Friday roundup and confirm it is easy to act on.

Questions about this workflow

Does the workflow trigger from a Friday presentation?

No. It starts on a Notis recurring schedule because MagicSlides has no listed trigger event.

Does it send reminders automatically?

No. The action retrieves payment records and the summary helps you decide on follow-up.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

List Contacts

Tool to list contacts. use after obtaining the organization id to retrieve contacts with optional filters and pagination.

ActionInstant

List Expenses

Tool to list all expenses with optional pagination. use when you need to retrieve expenses with simple pagination.

ActionInstant

List Invoices

Tool to list invoices. use when you need to retrieve all invoices with optional filters and pagination.

ActionInstant

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.

ActionInstant

List Payments

Tool to list payments. use when you need to retrieve all payments with optional filters like customer, invoice, date range, and pagination.

ActionInstant

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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