Turn WhatsApp invoice intake into structured data
When an invoice is shared through a WhatsApp workflow, send its document or public URL to Notis and have Affinda extract key details for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Why this helps
Invoice details buried in chat attachments are easy to lose track of when it is time to process them.
- Reduce copying invoice details by hand.
- Keep an intake request tied to its document.
- Make parsed invoice data ready for review.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Affinda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction how to parse the invoice document supplied with the request.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real invoice document or public URL.
Questions about this workflow
What does the request need to include?
Supply the invoice document or a public URL that Affinda can use to create a document.
Will Affinda pay or approve the invoice?
No. This workflow creates a parsed document for review; it does not approve or pay invoices.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Affinda. A trigger fires from one place; an action lands in another.
2chat triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Tool to update multiple annotations in one request. use when you need to modify parsed values or other fields across many annotations at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collection
Tool to create a new collection. use after you have a valid workspace id and want to group documents by a specific extractor within that workspace.
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
Create Workspace
Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.
Connect any two apps with Notis in the middle.
2chat and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinda.