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Notis

Match a document to its indexed invoice record

Submit an invoice and use its extracted identifying details to look up a matching Algolia record.

Trigger

Webhook received

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

Action

Find Object

Finds the first object matching a query or filter in an index.

Why this helps

A document and its indexed entry can be difficult to reconcile when invoice identifiers have to be copied into search manually.

  • Use extracted invoice details to drive a record lookup.
  • Reduce copy and paste between document review and search.
  • Return a matching record for follow-up or verification.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and Algolia once in the Notis portal.
  • 2Create an automation in Automations, New Automation.
  • 3Describe the outcome: parse the submitted invoice and search the confirmed index for a record matching its identifying details.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test with an invoice already represented in the index and verify the match.

Questions about this workflow

Does this search return every possible match?

Find Object returns the first object matching the query or filter.

What if the invoice is not indexed yet?

The search can return no match. Add a separate workflow or instruction if you want to index missing invoices.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinda to Algolia. A trigger fires from one place; an action lands in another.

Affinda triggers

Algolia actions

Recurring trigger

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

TriggerScheduled

Add AB Test

Creates an A/B test to compare search performance between two index variants.

ActionInstant

Webhook trigger

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

TriggerInstant

Browse Algolia Index

Retrieves all records from an index.

ActionInstant

Add or Replace Record

Creates a record in an index or replaces the existing record with the same ID.

ActionInstant

Clear Objects

Removes all records from an index while keeping its settings.

ActionInstant

Add Record to Index

Adds a record to an index, replacing any record with the same generated ID.

ActionInstant

Clear Rules

Deletes all rules from an index.

ActionInstant

Clicked Object IDs

Reports clicked items outside a search context.

ActionInstant

Clicked Object IDs After Search

Reports items clicked in search results.

ActionInstant

Connect any two apps with Notis in the middle.

Affinda and Algolia, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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