Start invoice review with a ready-made list
Have Notis create a fresh SharePoint list on your chosen weekly cadence so invoice review starts with a clear structure.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create SharePoint List
Creates a new list in sharepoint using the rest api.
Why this helps
A recurring review is harder to sustain when you have to remember to set up its working space every time.
- Creates a repeatable starting point for weekly billing reviews.
- Reduces setup decisions at the start of a review session.
- Keeps review work in the shared workspace.
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 create a SharePoint list for the weekly invoice review.
- 3Choose a weekly recurring schedule and a channel for run reports.
- 4Run one scheduled example and confirm the review list is created.
Questions about this workflow
Does this list automatically contain invoice records?
The configured SharePoint action creates a list. The prompt can describe the review purpose, but this action is not an invoice import.
Can I choose the schedule?
Yes. Select a recurring schedule such as weekly when setting the automation 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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