Make customer updates easier to follow through
Save an approved customer update in Reader and let Notis send its clear, relevant message through Zoho to the intended contact.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Email Contact
Tool to email a contact in Zoho Inventory. Use when you need to send an email to a specific contact with a custom subject and body.
Why this helps
Customer follow-up can slip when the decision and the email task are captured in different places.
- Connect a documented follow-up decision to the email action.
- Reduce repeated drafting and context switching.
- Keep sending limited to approved, clearly addressed updates.
Setup
Build it in a few focused steps.
- 1Connect Readwise Reader and Zoho Inventory once in the portal.
- 2Ask Notis to create an automation or open Automations -> New Automation.
- 3Write one prompt to email only an explicitly approved customer update to an unambiguously identified contact, using only the stated message details.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with one approved update and verify the recipient and wording before enabling routine runs.
Questions about this workflow
Will Notis invent the customer message?
Tell it to use only the approved details in the saved note and report if recipient or content is missing.
Is this appropriate for an uncertain customer situation?
Keep those cases for review by having the prompt send only when the note clearly approves the exact update.
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.
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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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