Keep customer onboarding from slipping
A scheduled customer recap can turn new payment relationships into a manageable onboarding check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Customers
Tool to list all customers from Payhere, ordered chronologically with most recent first. Use when you need to retrieve customer records, browse customers, or access customer information. Supports pagination via page and per_page parameters.
Why this helps
Onboarding can get pushed aside when new customer details arrive while you're focused on delivery.
- Create a recurring review point for new customer records.
- Keep onboarding follow-up close to your weekly operating rhythm.
- Spend less effort locating recent customers when planning next steps.
Setup
Build it in a few focused steps.
- 1Connect Mem and Payhere to Notis once in the portal.
- 2Ask Notis to review the newest Payhere customer records every weekday and summarize who may need onboarding follow-up.
- 3Choose a weekday cron trigger and pick a channel for run reports.
- 4Test with one real example and confirm the recap helps you plan onboarding.
Questions about this workflow
Does this workflow onboard customers automatically?
No. It gathers customer records and highlights follow-up for you to review.
How are the newest customers found?
Payhere lists customers chronologically with the most recent first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mem to Payhere. A trigger fires from one place; an action lands in another.
Mem triggers
Payhere actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Hook
Tool to subscribe to a REST hook for receiving webhook events. Use when you need to register a webhook endpoint to receive real-time notifications for payment_received, subscription_cancelled, or subscription_created events.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Plan
Tool to create a new payment plan in PayHere. Use when you need to set up either a recurring subscription or one-off payment plan for accepting payments.
Delete Hook
Tool to remove a REST hook listener subscription. Use when you need to stop receiving webhook events for a specific hook.
Get Current Company
Tool to fetch company information for the currently authenticated user. Use when you need to retrieve comprehensive company details including identity, configuration, integration status, and associated users.
Get Current Company Stats
Tool to fetch payment statistics for the last 30 days with comparison data from the preceding 30-day period (30-60 days ago). Use when you need to analyze recent payment trends, subscriber growth, or compare current performance against the previous month.
Get User
Tool to fetch information on the currently authenticated user. Use when you need to retrieve details about the logged-in user.
List Customers
Tool to list all customers from Payhere, ordered chronologically with most recent first. Use when you need to retrieve customer records, browse customers, or access customer information. Supports pagination via page and per_page parameters.
List REST Hooks
Tool to list all active REST hooks subscriptions for the authenticated company. Use when you need to view all currently registered webhook listeners for your PayHere account.
Connect any two apps with Notis in the middle.
Mem and Payhere, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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