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Notis

Get invoice questions onto the calendar

Send an invoice through a Notis webhook and let Notis check the details with Affinda. If it matches your review rules, CalendarHero can start coordinating a meeting.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Meeting Request V2

Creates a meeting request with participants and scheduling details.

Why this helps

Invoice questions can sit in an inbox or document folder without an owner or a clear time to resolve them.

  • Bring invoices that need discussion to a defined next step.
  • Use your own thresholds and review rules.
  • Include extracted invoice context in the meeting request.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and CalendarHero once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3In one instruction, ask Notis to extract invoice details with Affinda, identify invoices matching your review rules, and create a CalendarHero meeting request with the context and participants you specify.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real invoice and review the meeting request.

Questions about this workflow

Can Notis decide which invoices need a meeting?

It can apply the review criteria you provide. Include the relevant thresholds, exceptions, and participants in the instruction.

Does this pay or approve invoices?

No. The configured CalendarHero action creates a meeting request for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinda to Calendarhero. A trigger fires from one place; an action lands in another.

Affinda triggers

Calendarhero actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Calendar Connection

Adds a calendar connection to organize meeting types.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Creates a new contact.

ActionInstant

Create Meeting Request V2

Creates a meeting request with participants and scheduling details.

ActionInstant

Fetch Contact

Retrieves a contact.

ActionInstant

Create Webhook

Creates or updates a webhook to receive event notifications.

ActionInstant

Fetch Meeting Details

Fetches meeting details for a specified time period.

ActionInstant

Delete Contact

Permanently deletes a contact.

ActionInstant

Fetch User Profile

Fetches the authenticated user's profile details.

ActionInstant

Connect any two apps with Notis in the middle.

Affinda and Calendarhero, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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