Create an invoice intake form from your document workflow
Start with the information your invoice process needs. Notis uses Affinda to understand the document workflow and creates a Byteforms form for consistent intake.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create form
Creates a new form.
Why this helps
Invoice requests arrive with missing details, so teams spend time chasing information before review can begin.
- Collect invoice context in a consistent format.
- Reduce follow-up for missing intake details.
- Create a form informed by your document workflow.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Byteforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Ask Notis to use Affinda's invoice workflow to identify useful intake questions and create a Byteforms form.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice example and review the created form.
Questions about this workflow
Does Affinda start this automation?
No. Affinda has no listed trigger events for this workflow. An HTTP request starts the automation through a Notis webhook.
Does Notis copy invoice fields into a form automatically?
No fixed field mapping is configured. Tell Notis what intake outcome you want, and it can use the document context available through Affinda to draft the form structure.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Byteforms. A trigger fires from one place; an action lands in another.
Affinda triggers
Byteforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create form
Creates a new form.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Permanently deletes a form.
Get all forms
Lists all forms created by the authenticated user.
Get Form By ID
Retrieves details about a specific form.
Get Form Responses
Retrieves responses submitted to a form.
Connect any two apps with Notis in the middle.
Affinda and Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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