Keep the monthly invoice close on your radar
Use a scheduled Notis run to place the invoice close review on a SharePoint list where the team can pick it up.
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
Month-end tasks often compete with urgent work, and a familiar checklist item can be missed when it is created manually.
- Adds a recurring close reminder to a shared work surface.
- Makes month-end billing review easier to resume.
- Reduces manual checklist setup.
Setup
Build it in a few focused steps.
- 1Connect Zoho Invoice and SharePoint to Notis once in the portal.
- 2Create an automation prompt asking Notis to add the monthly invoice close review as a SharePoint list item.
- 3Select a monthly recurring trigger and choose a run-report channel.
- 4Run a real example and confirm the checklist item appears.
Questions about this workflow
Does this reconcile the books?
No. It creates a SharePoint list item for the review; reconciliation remains part of your own process.
Can the run be scheduled monthly?
Yes. Choose a monthly recurring schedule as the Notis trigger.
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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