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Start presentation planning with a current catalog view

A monthly catalog digest gives you a quick reference before refreshing recurring decks.

Trigger

Recurring schedule

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

Action

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.

Why this helps

Repeated decks can keep reusing old offer details when no one has time to recheck the catalog.

  • Make catalog review a predictable part of planning.
  • Start deck refreshes with item details close at hand.
  • Reduce uncertainty about recurring offer references.

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.
  • 3Tell Notis to list Zoho Invoice items monthly and summarize details to check when refreshing recurring presentation content.
  • 4Choose a monthly schedule and a channel for run reports.
  • 5Use the first digest to review one recurring deck.

Questions about this workflow

Will Notis update my presentation content?

No. This action retrieves catalog items and provides a digest for you to use while planning.

Can I choose a different cadence?

Yes. Select any recurring schedule that suits your catalog change rate.

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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