Check proposal details against your item catalog
Review the catalog context while the proposal is still easy to revise.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
It is easy to use an outdated name or detail when proposal content lives apart from the billing catalog.
- Bring catalog details into proposal review.
- Catch mismatched item references earlier.
- Spend less time switching between the deck and billing system.
Setup
Build it in a few focused steps.
- 1Connect MagicSlides and Zoho Invoice to Notis once in the portal.
- 2Create a Notis automation in the portal or by asking Notis conversationally.
- 3Write one prompt asking Notis to review Zoho Invoice items when a proposal deck is ready and summarize relevant catalog details to verify.
- 4Select an incoming webhook trigger and a reporting channel.
- 5Send one proposal-ready webhook and compare the summary with the deck.
Questions about this workflow
Will this update the proposal deck?
No. It retrieves catalog items and provides a review summary; it does not edit MagicSlides.
What starts the automation?
An incoming webhook from an external tool or custom backend that signals the proposal deck is ready.
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.