Review invoice work and category options together
Make locale category visibility part of your recurring invoice operations review, without leaving the report to hunt for taxonomy options.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Categories
Why this helps
Routine document reviews can slow down when teams need to repeatedly find the CMS categories available for classification.
- Keep category options visible during routine reviews
- Reduce repeated taxonomy lookups
- Use the locale's actual category list
Setup
Build it in a few focused steps.
- 1Connect Affinda and Agility CMS once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to process the invoices and retrieve all categories for the Agility CMS locale you specify.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one run and confirm the category list is for the intended locale.
Questions about this workflow
Does it suggest category assignments?
The workflow can present the available categories with the processed invoice results. Assignment criteria must be supplied by you, and no CMS changes are made.
Can I use multiple locales?
The action retrieves categories for a given locale. Include the locales you want in the instruction if your workflow needs more than one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Agility cms. A trigger fires from one place; an action lands in another.
Affinda triggers
Agility cms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get API Types
Retrieve the available enum values used across the content management API.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Content Item
Retrieves details about a content item.
Get Content List
Retrieves a paginated list of content items.
Get Content Models
Retrieves content models and page modules.
Get Logs
Retrieves content change logs for initial or incremental synchronization.
Get Page
Retrieves a page’s details, content zones, and components.
Get Page Modules
Retrieves the available page module definitions.
Get Sitemap Flat
Retrieves the flat sitemap for a channel and locale.
Connect any two apps with Notis in the middle.
Affinda and Agility cms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agility cms.