Apply documented payment follow-up criteria
Keep your payment follow-up policy in Reader and let Notis enable reminders only on invoices that clearly meet the written criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Enable Invoice Payment Reminder
Tool to enable payment reminders for an invoice. Use when you want to activate automatic payment reminders for an invoice after it has been issued.
Why this helps
Remembering which invoices qualify for reminders adds another decision to routine finance work.
- Apply documented criteria more consistently.
- Reduce repetitive invoice-by-invoice setup.
- Leave borderline cases for review.
Setup
Build it in a few focused steps.
- 1Connect Reader and Zoho Inventory once in the Notis portal.
- 2Create an automation by asking Notis or choosing Automations -> New Automation.
- 3Give one prompt to enable reminders only on invoices that match explicit policy criteria and report unclear eligibility.
- 4Choose a recurring schedule and where Notis should report runs.
- 5Test with one clearly eligible invoice and verify its reminder setting.
Questions about this workflow
Will this send a reminder immediately?
The action enables invoice payment reminders; follow the prompt and Zoho settings to ensure the intended reminder behavior.
What if the policy does not specify which invoices qualify?
Have Notis report the missing criteria rather than enable reminders based on a guess.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to upload an attachment to a specific invoice. Use when you need to add a file attachment to an invoice.
Add Invoice Comment
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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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