Put invoice exceptions where your team can act
Send invoices that need attention into a Basecamp card table with the relevant extracted details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Card in Column
Add a new card to a card table column.
Why this helps
Unusual invoice amounts or missing details are easy to overlook when exceptions stay buried in document processing.
- Make exceptions visible in the team's existing workflow.
- Keep extracted context with the review card.
- Reduce time spent checking every invoice manually.
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 which invoice conditions need review and to create a Basecamp card with the extracted context when they occur.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice that needs review.
Questions about this workflow
Does Affinda provide a trigger event for invoice exceptions?
No Affinda trigger events are listed. Start this workflow with a Notis webhook request when the relevant extraction is ready.
Can Notis decide what counts as an exception?
Yes, if you state the conditions in the instruction or include them in the submitted context.
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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