Route processed invoices into Breeze for approval
Keep invoice checks moving with a task that shows what needs review and when it is due.
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
Invoice approval can stall when amounts, due dates, and ownership sit in separate places.
- Make each invoice approval visible in the project.
- Surface extracted amounts and dates for a reviewer.
- Reduce the chance of an invoice being overlooked.
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 it to Notis from any channel.
- 3Ask Notis in one instruction to create a Breeze card for each processed invoice requiring approval, including extracted details and due date when available.
- 4Choose a webhook trigger and select a report channel.
- 5Test with one real invoice and verify the task details.
Questions about this workflow
Will this pay invoices automatically?
No. This workflow creates a Breeze task for human review; it does not approve or pay an invoice.
What if an invoice has no due date?
Notis can include the date only when Affinda returns it. Your instruction can ask Notis to flag missing dates in the task.
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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