Render an invoice document from extracted details
Use invoice details returned by Affinda to render a document from a supplied template in one step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template Metadata
Updates an existing template’s metadata, attributes or deployment lifecycle.
Why this helps
Invoice processing can require repeated copying between the source document and the final formatted output.
- Render an output from a supplied template in one call.
- Cut manual transfer of invoice details.
- Start the process from an HTTP request.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Ask Notis to extract invoice details with Affinda and render the requested document using a supplied base64 template and the returned data.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real invoice and template.
Questions about this workflow
Can I use this without a stored template?
Yes. The direct render action accepts a base64-encoded template and data in one call.
What if an invoice field is missing?
Ask Notis to flag missing fields or provide the value before rendering.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Carbone. A trigger fires from one place; an action lands in another.
Affinda triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Downloads the original template file.
Generate Carbone Report
Generates a document in the chosen format from a template.
Get Carbone Server Status
Checks the server’s current status and health.
List Templates
Retrieves templates stored in the workspace.
Set Carbone API Version
Sets the Carbone API version for subsequent requests.
List Template Categories
Lists the categories used to organize templates.
Upload a template
Uploads a template for document generation.
Connect any two apps with Notis in the middle.
Affinda and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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