Turn invoice follow-up into Close tasks
Capture the next action while the invoice context is already in front of you.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Invoice questions and payment follow-ups can fall through the cracks when they remain buried in document processing.
- Turn invoice-related next steps into trackable CRM tasks.
- Preserve relevant supplied context in the task description.
- Avoid creating tasks when the document needs no follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to create a Close task when supplied invoice data indicates a specific follow-up is needed.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one invoice that requires follow-up and inspect the task.
Questions about this workflow
Does Affinda determine whether an invoice is overdue?
Use only status or date information supplied to Notis. Do not assume Affinda provides payment status unless it is included in your document workflow.
Can tasks be associated with a lead?
The Close task action supports lead association. Include a valid lead reference in the request context when available.
Will every invoice create a task?
No. Your prompt can direct Notis to create tasks only when the supplied details show a concrete next action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Close. A trigger fires from one place; an action lands in another.
Affinda triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Affinda and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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