Make recurring bill review a visible weekly habit
Put recurring bill review on a shared SharePoint list on a schedule you choose, making the next check easier to remember.
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
Recurring bills often feel routine until one gets missed, especially when review work competes with customer-facing tasks.
- Creates a consistent weekly prompt to review recurring bills.
- Keeps the routine visible to collaborators.
- Reduces dependence on remembering the check unaided.
Setup
Build it in a few focused steps.
- 1Connect Zoho Invoice and SharePoint to Notis once in the portal.
- 2In the portal, ask Notis to add a recurring bill review item to a SharePoint list.
- 3Choose a weekly trigger and the channel for run reports.
- 4Test one run and confirm the review item is created.
Questions about this workflow
Does the workflow change recurring bill settings?
No. It creates a list item to prompt a review; it does not modify bill settings.
Can I select a different cadence?
Yes. Pick a recurring schedule that fits your review rhythm.
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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