Get a focused review of invoice intake responses
Bring form submissions and invoice document context together in one requested review, so you can spot questions and follow-ups sooner.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Form Responses
Retrieves responses submitted to a form.
Why this helps
Invoice submissions and supporting documents are reviewed in separate places, making it easy to miss a needed follow-up.
- Summarize incoming invoice requests for review.
- Surface unanswered questions and missing context.
- Reduce context switching between submissions and documents.
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.
- 3In one instruction, ask Notis to retrieve the selected Byteforms form responses and summarize them with relevant Affinda invoice context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real submission and its related invoice document.
Questions about this workflow
What starts the response review?
An HTTP request starts this workflow through a Notis webhook. Affinda does not provide a trigger event here.
Can the summary know whether a document is missing?
Only if the available Byteforms response or Affinda data provides that information, or you include a rule in your instruction.
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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