Make annual invoice records review visible
Have Notis prepare a SharePoint list each year so invoice records review starts with a shared place to track the work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create SharePoint List
Creates a new list in sharepoint using the rest api.
Why this helps
Annual records work is easy to overlook because it happens infrequently and competes with more immediate priorities.
- Creates a recurring prompt for an infrequent but important review.
- Gives collaborators one shared place to track the work.
- Reduces the need to remember when the review is due.
Setup
Build it in a few focused steps.
- 1Connect Zoho Invoice and SharePoint to Notis once in the portal.
- 2Ask Notis to create a SharePoint list for the annual invoice records review.
- 3Choose an annual recurring trigger and a channel for run reports.
- 4Test one run and confirm the annual review list is created.
Questions about this workflow
Does this delete or archive records?
No. It creates a review list; people decide and carry out retention actions.
Can I schedule this near fiscal year end?
Choose the annual date or cadence that suits your records review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoho invoice to Share point. A trigger fires from one place; an action lands in another.
Zoho invoice triggers
Share point actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SharePoint Folder
Creates a new folder in sharepoint using the rest api.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create SharePoint List
Creates a new list in sharepoint using the rest api.
Create SharePoint List Item
Creates a new item in a sharepoint list.
Create SharePoint User
Creates a new user in sharepoint.
Find SharePoint User
Finds a user in both microsoft graph and sharepoint to verify their existence and status.
Remove SharePoint User
Removes a user from sharepoint. will not fail if user doesn't exist.
Connect any two apps with Notis in the middle.
Zoho invoice and Share point, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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