Queue processed receipts for Breeze reconciliation
Keep receipt checks together in a task queue instead of relying on scattered notes and reminders.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Card
Creates a task card in a project.
Why this helps
Receipts may be processed, but matching them to expenses still takes deliberate follow-up.
- Create a focused queue for receipts needing review.
- Make extracted totals and dates easy to find in task context.
- Reduce manual handoffs after receipt processing.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the outcome to Notis.
- 3Ask Notis in one instruction to create a Breeze card for each processed receipt that needs reconciliation and include available total and date details.
- 4Choose a webhook trigger and a destination for run reports.
- 5Test with one real receipt and verify the extracted details.
Questions about this workflow
Does this reconcile expenses automatically?
No. It creates a task for a person to review and reconcile the receipt.
What if a receipt total is not extracted?
Ask Notis to note that the total is missing and create a review task only when that is useful to your process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Breeze. A trigger fires from one place; an action lands in another.
Affinda triggers
Breeze actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Project People
Invites people to join a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Project
Archives a project to hide it from active views.
Create Card
Creates a task card in a project.
CREATE_LIST
Creates a new stage in a project.
Create Project
Creates a new project.
Create Workspace
Creates a new workspace.
Delete Card
Permanently deletes a card; this action cannot be undone.
Delete Project
Deletes a project.
Connect any two apps with Notis in the middle.
Affinda and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Breeze.