Prepare invoice details for a clear approval review
Give an invoice reviewer the key supplied details in a simple cover sheet, ready to accompany the source document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert HTML to PDF
Converts HTML content into a PDF document.
Why this helps
Approval requests often arrive without a consistent summary, leaving reviewers to hunt through invoices for the important details.
- Create a repeatable cover sheet from supplied invoice data.
- Present requested review details alongside the invoice.
- Reduce back-and-forth caused by missing context.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Customjs once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome: format the supplied invoice details into an approval cover sheet with the sections you need.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real invoice and verify the details before using the cover sheet.
Questions about this workflow
Does the workflow make the approval decision?
No. It prepares a cover sheet. The approval criteria and decision remain with your review process.
What information should the webhook provide?
Provide the invoice details needed for the cover sheet, such as vendor, amount, due date, and any internal context you want included.
Can it include payment status?
Only if you provide payment status. The workflow cannot infer missing payment history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Customjs. A trigger fires from one place; an action lands in another.
Affinda triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Validates an API key and retrieves workspace details and request limits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Converts HTML content into a PDF document.
Convert HTML to PNG
Converts HTML into a PNG image.
Merge multiple PDFs into one
Combines multiple PDF files into one PDF document.
Run Puppeteer Script
Runs a browser script and captures a screenshot.
Connect any two apps with Notis in the middle.
Affinda and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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