Turn prospect receipts into readable details
Send a receipt image or PDF with the request and get structured details to review alongside prospect context.
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
Receipt attachments can hide useful transaction details in files that take time to inspect manually.
- Extract merchant, line item, tax, and payment details.
- Process receipt images or PDFs through the selected action.
- Review the OCR result with the request context.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Eagle Doc once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: use Receipt OCR V3 on each receipt image or PDF in the request and summarize the extracted details in the run report.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real receipt and its prospect context.
Questions about this workflow
Which receipt action does this use?
It uses Eagle Doc Receipt OCR V3, which returns structured receipt data.
Can the request include a PDF?
The action supports receipt images or PDFs.
Does this automatically verify a receipt?
No. It extracts details for review; any verification criteria must be supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Eagle doc. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Eagle doc actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Process Any Document with OCR
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Submit documents for batch OCR processing in the background.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
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Get Management Quota
View contractual quotas and current usage across workloads.
Receipt OCR V3
Extract structured data from receipt images or PDFs.
Get Receipt Quota V2 (Deprecated)
View quota and usage for the deprecated receipt processing service.
Get Current Month Usage
View usage, quota, and costs for the current month.
Connect any two apps with Notis in the middle.
Aeroleads and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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