Start customer billing with an organized workspace
Create a SharePoint home for billing setup materials as customer invoice context is handed to Notis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create SharePoint Folder
Creates a new folder in sharepoint using the rest api.
Why this helps
New customer setup includes many small steps, and folder creation can get lost between sending the first invoice and preparing documents.
- Creates a consistent home for customer billing materials.
- Reduces administrative steps during onboarding.
- Makes setup work easier to hand off.
Setup
Build it in a few focused steps.
- 1Connect Zoho Invoice and SharePoint to Notis once in the portal.
- 2Describe to Notis that incoming new-customer billing context should create a SharePoint setup folder.
- 3Select an incoming webhook trigger and choose a channel for reports.
- 4Test with one real customer example and inspect the folder.
Questions about this workflow
Does this create the customer in Zoho Invoice?
No. The workflow starts when an external tool or backend sends customer billing context to the Notis webhook.
What can go in the folder?
Use it as a shared home for documents your customer billing setup process needs.
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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