Keep unpaid invoice review visible each week
Create a weekly SharePoint prompt for unpaid invoice review so collection work has a dependable check-in point.
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
Unpaid invoice checks can be pushed aside by incoming work, leaving follow-up cadence inconsistent.
- Creates a dependable weekly review prompt.
- Keeps billing follow-up work visible to the team.
- Supports a consistent collection routine.
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 a weekly unpaid invoice review item to SharePoint.
- 3Choose a weekly recurring trigger and a channel for run reports.
- 4Test a run and confirm the review item appears.
Questions about this workflow
Does this identify unpaid invoices?
No. The scheduled action adds a review prompt; it does not query or filter invoice records.
Can it send customers reminders?
No. This workflow creates a SharePoint list item for the team to review.
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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