Refresh an invoice record with extracted details
Keep an existing Bubble invoice record current after its invoice document has been processed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Patch Thing By ID
Update selected fields on a record by its unique ID.
Why this helps
Invoice records can become incomplete when document details arrive after the initial record was created.
- Update selected details on an existing record.
- Use document processing to enrich an invoice record.
- Keep the update focused on an existing Bubble item.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Bubble once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3In one instruction, ask Notis to retrieve the specified Bubble invoice record, process its document with Affinda, then update selected fields using the returned details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real invoice record that you can identify.
Questions about this workflow
Does this replace the whole Bubble record?
No. This action patches selected fields. Use an instruction that names the existing record and the information to update.
What if the record ID is not known?
The automation needs enough information to identify the specific record. Supply that identifier or a reliable way to locate it in your prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Bubble. A trigger fires from one place; an action lands in another.
Affinda triggers
Bubble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Create Things
Create multiple records at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Thing
Create a new record.
Delete Thing By ID
Delete a record by its unique ID.
Get Thing By ID
Retrieve a record and its fields by unique ID.
Patch Thing By ID
Update selected fields on a record by its unique ID.
Replace Thing by ID
Replace all editable record fields, resetting omitted fields to their defaults.
Download File
Download a file from its URL.
Create Temp File
Upload a temporary file to R2 and return an S3 key.
Connect any two apps with Notis in the middle.
Affinda and Bubble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bubble.