Extract invoice details from a lead payload
When a lead arrives with an invoice document link, send it to Affinda and get the extracted details into your workflow.
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
Invoice details shared during a prospect conversation can require a separate manual upload and review.
- Start invoice parsing from a lead payload.
- Use Affinda to extract information from the supplied invoice document.
- Keep the processing outcome in a Notis run report.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Affinda once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language.
- 3In one instruction, ask Notis to create an Affinda document from the invoice URL included in the payload.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real invoice URL that Affinda can access.
Questions about this workflow
Does this automatically approve or pay the invoice?
No. It submits the document for parsing. Review extracted data and make payment decisions separately.
What if the payload has no invoice link?
The document action needs a file or public URL, so include one in the webhook payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Affinda. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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