Keep presentation references aligned with your catalog
A quarterly catalog check helps you start new decks with current offering context.
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
Old offer names can linger in presentation templates after the underlying catalog has changed.
- Refresh your view of available catalog items.
- Catch stale references before they appear in new decks.
- Make recurring offer reviews easier to remember.
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 list Zoho Invoice items quarterly and summarize details worth checking against your presentation templates.
- 4Choose a quarterly recurring schedule and the channel for run reports.
- 5Compare the first summary with one current presentation template.
Questions about this workflow
Will it edit my templates?
No. It lists Zoho Invoice items and provides a summary for you to review.
Can I run the review more often?
Yes. Choose a schedule that fits how often your offerings change.
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.