Keep parsed invoices with the work they belong to
Send an invoice extraction to Notis and have its key details organized in a Basecamp project document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document in Vault
Create a document in a project vault.
Why this helps
Invoice details get stranded in extraction results, leaving teams to search across tools when they need a record.
- Keep invoice information beside related project work.
- Reduce repeated copying from document extraction results.
- Create a searchable record in Basecamp.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to turn each submitted invoice extraction into a titled summary document in the relevant Basecamp vault.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice example.
Questions about this workflow
Does Affinda start this workflow automatically?
Affinda has no listed trigger event here. A Notis webhook starts the automation when an HTTP request is sent.
Can the workflow choose the correct Basecamp project?
Describe how to identify the project in the prompt or provide that context with the request. Notis does not use field-mapping setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Basecamp. A trigger fires from one place; an action lands in another.
Affinda triggers
Basecamp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete To-Do
Mark a to-do as complete.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card in Column
Add a new card to a card table column.
Create Step in Card
Add a step to an existing card.
Create Chatbot
Add a chatbot to a chat room.
Create Chatbot Line
Post a message to a chat as a chatbot.
Create Document in Vault
Create a document in a project vault.
Create Project from Template
Start creating a project from a template in the background.
Create To-Do (Deprecated)
Add a to-do to a to-do list.
Connect any two apps with Notis in the middle.
Affinda and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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