Follow up on overdue invoices from Slack
When your team flags an overdue invoice in Slack, let a voice agent take the next reminder step.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Make a phone call from agent
Initiate calls
Why this helps
Invoice follow-up can disappear among finance updates and other urgent messages.
- Start a reminder conversation without switching into a separate calling task.
- Keep payment follow-up from depending on memory alone.
- Give your team a consistent first step for overdue invoices.
Setup
Build it in a few focused steps.
- 1Connect Slack and Bolna to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to call about overdue invoices posted in Slack.
- 3Use one plain-language instruction to describe qualifying invoice updates and the reminder tone.
- 4Select Slack's Channel Message Received trigger and a channel for run reports.
- 5Test with one real overdue-invoice update and verify the call target and message.
Questions about this workflow
Can this handle every invoice stage?
You can describe the invoice situations that should prompt a call in the instruction, subject to your agent's setup.
Does it send a payment reminder by itself?
The configured Bolna agent places a call; describe the reminder conversation you want it to have.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Bolna. A trigger fires from one place; an action lands in another.
Slack triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Fetch all batches by agent id
List all batches for agent
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get all agents
List all agents
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get all phone numbers
List all phone numbers for your account
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get execution by id
Retrieve specific execution by `execution id`
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Make a phone call from agent
Initiate calls
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Slack and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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