Keep payment follow-ups from slipping out of view
Capture each reported follow-up in SharePoint so your billing history and next actions do not live only in your inbox or memory.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create SharePoint List Item
Creates a new item in a sharepoint list.
Why this helps
Payment nudges can disappear into a busy inbox, leaving you unsure which customers need another check-in.
- Keeps follow-up activity in a shared, searchable list.
- Reduces reliance on inbox searches to reconstruct billing history.
- Makes open collection work easier to review.
Setup
Build it in a few focused steps.
- 1Connect Zoho Invoice and SharePoint to Notis once in the portal.
- 2Create a Notis automation that asks it to add a SharePoint list item when a payment follow-up record arrives.
- 3Select an incoming webhook trigger and choose where Notis should report runs.
- 4Send a real follow-up example and check the resulting list item.
Questions about this workflow
Does this send a payment reminder?
No. The SharePoint action records follow-up context that arrives through the webhook; it does not send a reminder.
Can the list help with later review?
Yes. It gives the team a central place to review the follow-up activity received by Notis.
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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