Give every invoice a place in the approval queue
Put invoice review on your team's task list with the extracted details ready to check.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Why this helps
Invoices can sit in an inbox without anyone knowing who needs to review them or what happens next.
- Make invoice review visible in Asana.
- Keep extracted invoice details with the approval task.
- Create a consistent next step for incoming invoices.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create an Asana invoice approval task from each parsed invoice and summarize the extracted amount, vendor, and due date when present.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real invoice.
Questions about this workflow
Does this approve or pay the invoice?
No. It creates a task for a person to review. Payment and approval actions are not part of this workflow.
What if the invoice has no due date?
Notis can include only information available in the document. Your instruction can ask it to flag a missing due date in the task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Asana. A trigger fires from one place; an action lands in another.
Affinda triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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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Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.
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Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
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Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.
Connect any two apps with Notis in the middle.
Affinda and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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