Reduce the admin around an approved invoice replacement
When an account needs a refreshed invoice, let Notis prepare the replacement so follow-up can stay focused.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Fiat Invoice
Create a fiat currency invoice for payment collection. Generates an invoice for collecting payments in traditional currencies via payment processors like PayPal, Stripe, Square, Cash App, etc. Returns a checkout URL for customer payment.
Why this helps
Recreating invoice details can add friction to a sensitive collections follow-up.
- Make an approved replacement invoice easier to prepare.
- Keep company context close to the collections handoff.
- Return the checkout URL for review before follow-up.
Setup
Build it in a few focused steps.
- 1Connect The Companies API and Poof to Notis once through the portal.
- 2Create a named automation and describe the replacement invoice outcome in one prompt.
- 3Instruct Notis to create a fiat invoice when your collections process sends an approved replacement request for a company.
- 4Choose an incoming webhook trigger and a run-report channel.
- 5Test with one real approved request and verify the invoice details before contacting the account.
Questions about this workflow
Can the automation decide to reissue an invoice?
Your collections process should make that decision and send an explicit approved request to the webhook.
Will Notis send a collections message?
The selected action creates a fiat invoice and returns a checkout URL. Use your normal review process before contacting the company.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link The Companies API to Poof. A trigger fires from one place; an action lands in another.
The Companies API triggers
Poof actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Connect any two apps with Notis in the middle.
The Companies API and Poof, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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