Find invoice details without reopening every file
Send an invoice for processing and make its extracted details searchable in your Algolia index.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Record to Index
Adds a record to an index, replacing any record with the same generated ID.
Why this helps
Finding a vendor, amount, or invoice date can mean opening files one by one and losing focus on other work.
- Search invoice records by extracted vendor and reference details.
- Reduce repetitive manual lookups across invoice files.
- Make invoice metadata available to existing Algolia search tools.
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: extract the invoice details and add them as a record to the chosen Algolia index.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real invoice and check that its record can be found.
Questions about this workflow
Which invoice details can be included?
Ask Notis to use details Affinda returns from the document, such as vendor, invoice number, date, and total.
Does this create a record for each submitted invoice?
The add-record action adds a record with an automatically generated objectID.
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.
Add AB Test
Creates an A/B test to compare search performance between two index variants.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Browse Algolia Index
Retrieves all records from an index.
Add or Replace Record
Creates a record in an index or replaces the existing record with the same ID.
Clear Objects
Removes all records from an index while keeping its settings.
Add Record to Index
Adds a record to an index, replacing any record with the same generated ID.
Clear Rules
Deletes all rules from an index.
Clicked Object IDs
Reports clicked items outside a search context.
Clicked Object IDs After Search
Reports items clicked in search results.
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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