Keep invoice approval context together
Create a clear record of the invoice details and decision needed, ready for your Basecamp project team.
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
Approvers lose time rebuilding context when invoice details and the reason for approval are in separate places.
- Give approvers the extracted details in one place.
- Capture the decision context alongside the invoice information.
- Keep an accessible project record.
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 create an approval record document from the submitted invoice extraction and include the decision context provided.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice requiring approval.
Questions about this workflow
Does this approve the invoice automatically?
No. It creates a document for review. A person makes the approval decision.
What if the approval rationale is missing?
Have Notis identify missing context in the output or include the rationale with the webhook request.
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.
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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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