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Notis

Review Receipt Details Without Manual Reentry

Turn a receipt sent with a webhook into structured details ready for a quick review.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Receipt OCR V3

Extract structured data from receipt images or PDFs.

Why this helps

Receipts shared during campaign and customer work often need a separate finance review, creating another task to remember.

  • Extract structured receipt information including merchant, line items, taxes, and payments.
  • Process receipt images or PDFs sent in a webhook request.
  • Receive a concise summary for review without transcribing the receipt by hand.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Eagle Doc once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name the receipt review.
  • 3Tell Notis to process the receipt image or PDF from the request and summarize the merchant, totals, taxes, and payment details.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Send one real receipt in a test request and review the extracted details.

Questions about this workflow

Which receipt information can Eagle Doc return?

Receipt OCR V3 returns structured JSON with fields for merchant information, line items, taxes, and payments.

Can this handle a PDF receipt?

The action supports receipt images or PDFs. The webhook request needs to provide the receipt document.

Will this submit or reimburse an expense?

No. This workflow extracts and summarizes receipt information for review. It does not submit expenses or trigger reimbursement.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Active campaign to Eagle doc. A trigger fires from one place; an action lands in another.

Active campaign triggers

Eagle doc actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Process Any Document with OCR

Extract and classify data from a document using OCR.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Submit Batch Any Document OCR Task

Submit documents for batch OCR processing in the background.

ActionInstant

Delete Batch Processing Task

Remove a submitted batch processing task from the queue.

ActionInstant

Eagle Doc Invoice OCR from Base64

Extract invoice data from an image using OCR.

ActionInstant

Get Management Quota

View contractual quotas and current usage across workloads.

ActionInstant

Receipt OCR V3

Extract structured data from receipt images or PDFs.

ActionInstant

Get Receipt Quota V2 (Deprecated)

View quota and usage for the deprecated receipt processing service.

ActionInstant

Get Current Month Usage

View usage, quota, and costs for the current month.

ActionInstant

Connect any two apps with Notis in the middle.

Active campaign and Eagle doc, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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