Record reconciled client payments in Tave
After reconciliation confirms money received, pass the payment details to Tave and keep the job's financial record current.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Payment
Tool to create a payment in Tave. Use when recording a payment received for a job.
Why this helps
Reconciling a receipt in one place and remembering to record it in another creates extra finance admin.
- Reduces repeated payment entry
- Keeps Tave aligned with confirmed receipt data
- Leaves fewer finance updates waiting for a separate admin session
Setup
Build it in a few focused steps.
- 1Connect Snowflake and Tave to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to record reconciled receipts in Tave.
- 3Use one plain-language prompt to specify that only confirmed receipts for identifiable jobs should create payments.
- 4Choose an incoming webhook trigger and a reporting channel, then test with one real confirmed receipt.
Questions about this workflow
Should pending transactions be recorded?
Set the Snowflake process to send the webhook only after a receipt is confirmed, and state that condition in the prompt.
What information should the webhook include?
Include the job reference and confirmed payment details needed for the Tave payment action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Snowflake to Tave. A trigger fires from one place; an action lands in another.
Snowflake triggers
Tave 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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Connect any two apps with Notis in the middle.
Snowflake and Tave, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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