Make invoice follow-up easier to restart
Save a customer-specific billing note in Reader and let Notis send the clearly identified invoice batch through Zoho when its instructions are explicit.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Bulk Email Invoices
Sends multiple invoices by email to a contact in a single API call. Use this tool when you need to email up to 10 invoices at once to a customer. The invoices will be scheduled for delivery and the contact will receive individual emails for each invoice. If contact_id is not provided, the action will automatically fetch the customer_id from the first invoice and use that as the contact.
Why this helps
Batch billing follow-up can be hard to resume when the invoice list and customer instructions are in different places.
- Reduce repetitive sending of a defined invoice batch.
- Keep customer instructions alongside the billing task.
- Avoid sending when recipient or invoice selection is unclear.
Setup
Build it in a few focused steps.
- 1Connect Reader and Zoho Inventory to Notis once in the portal.
- 2Create a new automation by asking Notis or using Automations -> New Automation.
- 3Give one prompt to email only the invoice batch explicitly identified in a customer-specific billing note, after verifying recipient and invoice set.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with a small, intended batch and verify the recipient and included invoices.
Questions about this workflow
Will it send every invoice it finds?
No. The prompt should limit the batch to invoices explicitly identified by the saved instruction and verify the intended contact.
Is this suitable for unattended sending?
Only use a prompt and schedule that identify the customer and invoice set clearly; test carefully because this action emails customers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Readwise Reader to Zoho inventory. A trigger fires from one place; an action lands in another.
Readwise Reader triggers
Zoho inventory actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Credit Note Comment
Tool to add a comment to a credit note in Zoho Inventory. Use when needing to add notes or comments to a specific credit note for record-keeping or audit purposes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Invoice Attachment
Tool to upload an attachment to a specific invoice. Use when you need to add a file attachment to an invoice.
Add Invoice Comment
Tool to add a comment to a specific invoice in Zoho Inventory. Use when you need to add notes, updates, or internal/client-visible comments to an invoice.
Apply Credits To Invoices
Tool to apply credits from a credit note to one or more invoices. Use when you need to apply available credits from a credit note to settle invoice balances.
Bulk Delete Sales Orders
Tool to bulk delete sales orders. Use this to remove multiple sales orders at once.
Bulk Email Invoices
Sends multiple invoices by email to a contact in a single API call. Use this tool when you need to email up to 10 invoices at once to a customer. The invoices will be scheduled for delivery and the contact will receive individual emails for each invoice. If contact_id is not provided, the action will automatically fetch the customer_id from the first invoice and use that as the contact.
Bulk Export Invoices
Tool to bulk export invoices as a single PDF. Use when you need to download multiple invoices in a single file for archiving or sharing.
Bulk Print Invoices
Generate a consolidated PDF containing multiple invoices for printing or archiving. Use this tool to download one or more invoices as a single PDF document. The PDF can contain up to 25 invoices and is useful for bulk printing, record keeping, or sharing with customers.
Connect any two apps with Notis in the middle.
Readwise Reader and Zoho inventory, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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