Check billing documents against paid proposals
Bring extracted billing details and paid proposal records together for a quick reconciliation review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Paid Proposals
Lists proposals that have been paid.
Why this helps
Confirming whether a billing document relates to a paid proposal can require searching several records by hand.
- Narrow billing review to likely related paid proposals.
- Highlight mismatched amounts or references when both are returned.
- Keep unresolved matches visible for follow-up.
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 compare the extracted billing details with returned paid proposal details and report possible matches and discrepancies without asserting payment causation.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real billing document and a known paid proposal.
Questions about this workflow
Does a paid proposal prove the document has been paid?
No. The workflow compares returned proposal details with the extracted document; it cannot establish that a specific invoice was settled.
Will it mark a proposal paid?
No. The available action retrieves paid proposals and makes no changes.
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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