Get contact context for a new client presentation
Make it easier to remember who belongs in the next client conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Contacts
Tool to list contacts. use after obtaining the organization id to retrieve contacts with optional filters and pagination.
Why this helps
Important client contacts can be missed when deck preparation happens separately from account admin.
- Bring contact records into presentation preparation.
- Prompt a quick check of relevant client stakeholders.
- Avoid repeated searches across tools.
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 conversationally.
- 3Ask Notis to review Zoho Invoice contacts when a new client presentation is ready and summarize relevant people to consider.
- 4Select an incoming webhook trigger and reporting channel.
- 5Send one real presentation-ready webhook and check the result.
Questions about this workflow
Can this workflow identify everyone in a deck?
Only when the webhook or other available context identifies the client. The action retrieves contacts rather than reading MagicSlides content.
Will it invite contacts?
No. It provides a contact summary for you to use.
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.