Make an invoice ready to send for approval
Take one extra step out of invoice approval by creating the Box link as soon as the document is processed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add shared link to file
Adds a shared link to a file.
Why this helps
Approval waits while someone finds the invoice and sets up a link for the approver.
- Prepare a file link during invoice processing.
- Reduce delays caused by manual file lookup.
- Make the approval handoff easier to start.
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 create a Box link for the approval handoff.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real invoice and confirm the shared link access is appropriate.
Questions about this workflow
Does this approve the invoice?
No. It creates a link for your approval process. An approver still needs to review and make the decision.
Can the link be restricted?
Specify the intended access and check the Box shared link settings in the test run.
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.
Add classification to file
Adds a classification label to a file.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification label to a folder.
Add domain to list of allowed collaboration domains
Allows a domain for inbound, outbound, or two-way enterprise collaboration.
Add initial classifications
Sets up an enterprise’s initial classification options.
Add or update user avatar
Adds or updates a user’s avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds or updates a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
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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