Review parsed invoices against Agiled invoices
See possible invoice record overlaps and discrepancies in one scheduled report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieves invoices.
Why this helps
Invoice details can be entered more than once or vary between the document and billing record.
- Bring extracted invoice details and Agiled invoice records into one review.
- Flag possible overlaps for a person to verify.
- Avoid claiming payment status unless that information is available.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3In one instruction, ask Notis to compare supplied Affinda invoice details with Agiled invoices and report possible matches or discrepancies.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with known invoice records and supplied document details.
Questions about this workflow
Can this report confirm whether an invoice is paid?
Only if payment status is included in the available Agiled data or supplied context. Otherwise, the report should leave status unknown.
Does this workflow create or change invoices?
No. The listed action retrieves Agiled invoices, so this workflow reports comparisons for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Agiled. A trigger fires from one place; an action lands in another.
Affinda triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
Affinda and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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