Send invoice exceptions to ChMeetings notifications
Make a flagged invoice easier to follow up on by turning its extraction result into a ChMeetings notification.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
ChMeetings: Send Notification
Attempt to send a notification.
Why this helps
An invoice that needs attention can get lost between document processing and team follow-up.
- Bring flagged invoice context into a notification.
- Reduce manual handoffs after document review.
- Make the review reason visible in the run report.
Setup
Build it in a few focused steps.
- 1Connect Affinda and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for invoice exceptions.
- 3Tell Notis to send a ChMeetings notification for an invoice result explicitly marked for review, including the supplied exception context.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real invoice result marked for review.
Questions about this workflow
Does Affinda decide which invoices are exceptions?
The workflow acts on an exception signal supplied in the webhook input. It does not assume an unsupported Affinda trigger or review field.
Can the notification include invoice details?
The instruction can include available extraction details and the supplied reason for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Chmeetings. A trigger fires from one place; an action lands in another.
Affinda triggers
Chmeetings actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite Meeting Attendee
Invite a new attendee to a meeting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Attendee Details
Retrieve the details of a specific attendee.
ChMeetings: Create Meeting
Create and schedule a meeting.
ChMeetings: Create Organization
Create a new organization.
ChMeetings: Create Reminder
Create a reminder for a meeting.
Delete Meeting Attendee
Remove an attendee from a meeting.
List Meeting Attendees
List the attendees of a meeting.
ChMeetings: Delete Meeting
Permanently delete an existing meeting.
Connect any two apps with Notis in the middle.
Affinda and Chmeetings, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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