Keep presentation follow-up on your radar
A short payment recap can help you decide which client conversations need attention this week.
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
Payment updates can slip from view when client presentations and delivery work fill the week.
- See payment activity in a scheduled summary.
- Reduce repeated manual checks in Zoho Invoice.
- Make follow-up easier to plan alongside the week's client work.
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 summarize recent Zoho Invoice payments and flag presentation-related client follow-ups that may need attention.
- 4Pick a weekly recurring schedule and the channel for run reports.
- 5Review the first recap against one real payment record.
Questions about this workflow
Does this workflow know which payments came from a presentation?
Only if the available Zoho Invoice data and your prompt provide enough context; the action lists payments and does not identify a presentation source on its own.
Can it remind a client to pay?
No. This action retrieves payment records. A reminder would need a separate supported action.
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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