Find quotes that may relate to an invoice
Use extracted names and amounts to narrow down the quotes worth checking.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Quotes
Lists all quotes.
Why this helps
Connecting an invoice to its original quote can mean scanning lists and searching by memory.
- Shorten manual quote lookup.
- Make possible matches and their supporting details visible.
- Flag insufficient evidence instead of forcing a match.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve quotes and compare returned details with the incoming extracted invoice details, reporting possible matches and uncertainty.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one invoice and a quote you know is related.
Questions about this workflow
Will this alter or create a quote?
No. It retrieves quotes and prepares a comparison report.
Can it match a quote if the amounts differ?
It can flag a possible relationship based on the returned data, but it should report the discrepancy and ask for human review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Better proposals. A trigger fires from one place; an action lands in another.
Affinda triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Creates a new company.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Type
Creates a new document type.
Create Proposal Cover
Creates a proposal cover design.
Get All Companies
Lists all companies.
Get All Currencies
Lists all available currencies.
Get All Document Types
Lists available document types.
Get All Proposals
Lists all proposals.
Get All Quotes
Lists all quotes.
Connect any two apps with Notis in the middle.
Affinda and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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