Spot invoice submission gaps in a scheduled review
Bring invoice data and submitted records together so exceptions are easier to notice.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Submissions
Retrieves form submissions.
Why this helps
Invoice information can arrive through separate channels, leaving founders to reconcile it manually.
- Make recurring invoice reviews easier to scan
- Highlight mismatches for follow-up
- Reduce manual context switching between document and form records
Setup
Build it in a few focused steps.
- 1Connect Affinda and Basin once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to compare available extracted invoice details with Basin submissions and summarize discrepancies.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real invoice and its related submission.
Questions about this workflow
Can this workflow find every invoice submission automatically?
Only if the run receives the necessary Affinda invoice details and Basin form context. Specify in the prompt which records to compare.
What happens when a discrepancy is found?
Notis can summarize the mismatch in its run report. This action retrieves submissions and does not modify them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Basin. A trigger fires from one place; an action lands in another.
Affinda triggers
Basin actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Creates a new form.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Form Webhook
Creates a webhook for a form.
Create Project
Creates a new project for organizing forms.
Delete Form
Permanently deletes a form; this action cannot be undone.
Delete Submission
Permanently deletes a form submission after its ID is confirmed.
Delete Project
Deletes a project.
Delete Webhook
Deletes a form webhook.
Get Domains
Lists the custom domains linked to your account.
Connect any two apps with Notis in the middle.
Affinda and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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