Get invoice details out of campaign submissions
Send an invoice URL from a campaign form to Affinda as soon as the webhook receives it, so the document is ready for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Uploads a document for data extraction.
Why this helps
Invoices submitted through campaign forms can sit in an inbox while someone manually opens them and copies key details.
- Start invoice parsing when a submission arrives.
- Keep invoice extraction in Affinda for follow-up review.
- Avoid retyping document details into another system.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Affinda once in the Notis portal.
- 2Create an automation named Campaign invoice parsing.
- 3Tell Notis to submit the invoice document URL from each webhook request to Affinda for parsing.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real invoice URL and inspect the resulting document in Affinda.
Questions about this workflow
What must the webhook request include?
It must include a document URL that Affinda can access. The source app has no listed trigger event, so an external form or backend needs to send the HTTP request.
Will this workflow approve or pay invoices?
No. The listed Affinda action creates a document for parsing; it does not approve, pay, or route an invoice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Affinda. A trigger fires from one place; an action lands in another.
Active campaign triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Updates annotations across multiple documents at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Tag to Documents
Adds the same tag to multiple documents.
Create Collection
Creates a collection for grouping documents.
Create Document
Uploads a document for data extraction.
Create API User
Creates an API user with credentials for programmatic access.
Create Organization
Creates an organization to group resources.
Batch Create Annotations
Creates multiple annotations for processed documents.
Create RESTHook Subscription
Creates a subscription for document event notifications.
Connect any two apps with Notis in the middle.
Active campaign and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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