Create invoice reports from Affinda extraction
Send invoice documents for extraction and turn the returned details into a ready-to-review report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Invoice details spread across documents take time to collect and are easy to overlook when preparing reports.
- Reduce manual copying from invoices into reports.
- Create a consistent report from each submitted document.
- Keep the workflow available 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.
- 3Describe that Notis should use Affinda to extract invoice details and generate a Carbone report using the returned data.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real invoice document.
Questions about this workflow
Does Affinda start this automation automatically?
No. Affinda has no listed trigger events for this workflow. An HTTP request starts it through the Notis webhook trigger.
What data goes into the report?
Ask Notis to use the invoice details returned by Affinda. Supply any extra fields your Carbone template requires if Affinda does not return them.
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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