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Notis

Apply verified customer corrections to an invoice

A precise correction can move from review to the existing invoice with a clear run report for your records.

Trigger

Webhook received

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

Action

Update Invoice

Tool to update an existing invoice. use when you need to modify the details of an invoice after it's been created.

Why this helps

Correcting an invoice can fall behind when customer feedback and the finance record live in different places.

  • Keep a verified correction tied to the invoice it affects.
  • Reduce repeated manual entry of corrected details.
  • Get a report after the update attempt.

Setup

Build it in a few focused steps.

  • 1Connect Tavily and Xero to Notis once through the portal.
  • 2Create the automation in the portal or tell Notis what you want in plain language.
  • 3Write one instruction that requires a verified correction and a specific existing invoice before making an update.
  • 4Choose an incoming webhook trigger and a channel for run reports.
  • 5Test with a real, low-risk correction and confirm the invoice afterwards.

Questions about this workflow

Can it infer the correction from a general search result?

The instruction should require verified evidence and an explicit target invoice before any update.

Does this send the invoice to the customer?

No. The available action updates an existing invoice and does not send it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Tavily to Xero. A trigger fires from one place; an action lands in another.

Tavily triggers

Xero actions

Recurring trigger

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

TriggerScheduled

Get Connections

Tool to list active xero connections. use when you need to retrieve all current tenant connections for the authenticated user.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Contacts

Tool to retrieve a list of contacts. use when you need up-to-date contact information with filtering, paging, or incremental updates.

ActionInstant

Get Quotes

Tool to retrieve a list of quotes. use when you need to list, filter, or page through sales quotes. use after obtaining the tenant id via connections.

ActionInstant

Update Invoice

Tool to update an existing invoice. use when you need to modify the details of an invoice after it's been created.

ActionInstant

Connect any two apps with Notis in the middle.

Tavily and Xero, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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