Give overdue invoice cases a dedicated workspace
Create a focused place for correspondence and supporting documents as soon as overdue invoice details are 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
Overdue cases can involve scattered messages and evidence, making it difficult to resume collection work after a pause.
- Provides a dedicated location for each overdue case.
- Makes it easier to resume work after context switches.
- Keeps case materials associated with invoice context.
Setup
Build it in a few focused steps.
- 1Connect Zoho Invoice and SharePoint to Notis once in the portal.
- 2Ask Notis in the portal to create a SharePoint case folder when overdue invoice context is received.
- 3Choose an incoming webhook trigger and the channel for run reports.
- 4Send one real overdue invoice example and verify the case folder.
Questions about this workflow
Will the automation decide whether an invoice is overdue?
The workflow relies on the context sent to the webhook and the instruction you give Notis; Zoho Invoice does not supply a trigger event here.
What belongs in the folder?
Use it as a workspace for related correspondence and supporting documents handled by your team.
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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