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Keep invoice archiving from becoming a separate hunt

Save an archive instruction in Reader and let Notis export the exact invoice set when the request identifies it clearly.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

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.

Why this helps

Archiving becomes another task to reconstruct when the requested invoices are listed in a separate reference document.

  • Turn a documented archive request into a single export.
  • Reduce the effort of gathering related invoices.
  • Catch vague archive scopes before exporting.

Setup

Build it in a few focused steps.

  • 1Connect Reader and Zoho Inventory once in the Notis portal.
  • 2Ask Notis to create an automation or use Automations -> New Automation.
  • 3Write one plain-language instruction to export only the invoice set clearly listed in a saved archive request and report missing or ambiguous IDs.
  • 4Pick a recurring schedule and a channel for run reports.
  • 5Test with a small set of known invoices and verify the exported PDF.

Questions about this workflow

Can this export invoices based only on a topic?

Set the prompt to require a clear list or unambiguous criteria that identifies the intended invoices.

Does the workflow email the export?

No. The selected action exports invoices as a PDF; emailing is a separate action.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Invoice Attachment

Tool to upload an attachment to a specific invoice. Use when you need to add a file attachment to an invoice.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Bulk Delete Sales Orders

Tool to bulk delete sales orders. Use this to remove multiple sales orders at once.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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