Add processed invoice details to Box metadata
Give processed invoices useful context in Box so you spend less time opening files to find the basics.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create metadata instance on file
Applies a metadata template to a file.
Why this helps
Invoice details are trapped inside documents, making it slower to locate and review the right file.
- Attach available invoice context to the Box file.
- Make invoice documents easier to find and review.
- Reduce manual copying of details from documents.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3In one instruction, ask Notis to process the invoice and add supported extracted details to the file's Box metadata.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real invoice and verify the metadata values in Box.
Questions about this workflow
Do I need a Box metadata template?
This action applies a metadata instance to a file. Set up a suitable template in Box first, then ask Notis to use details supported by that template.
Will every invoice field be available?
Only details Affinda returns and fields accepted by the Box template can be added. Confirm those details with a real invoice test.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Box. A trigger fires from one place; an action lands in another.
Affinda triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Connect any two apps with Notis in the middle.
Affinda and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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