End the day with invoice loose ends in view
Add a short daily billing reset to a shared list so open invoice administration is easier to pick up tomorrow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create SharePoint List Item
Creates a new item in a sharepoint list.
Why this helps
Small unresolved billing tasks can linger across the day and become hard to recall after switching between responsibilities.
- Creates a simple daily prompt to review open billing work.
- Supports a clear handoff between work sessions.
- Reduces dependence on mental reminders.
Setup
Build it in a few focused steps.
- 1Connect Zoho Invoice and SharePoint to Notis once in the portal.
- 2Ask Notis to add a daily invoice administration reset item to a SharePoint list.
- 3Choose a daily or workday recurring trigger and select a report channel.
- 4Test one scheduled run and verify the item is added.
Questions about this workflow
Does this identify all open billing tasks automatically?
No. The action creates a review prompt in SharePoint; it does not scan invoice records.
Can the prompt be brief?
Yes. Tell Notis in the automation prompt to add a concise daily reset item.
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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