Turn invoice details into a clear review task
Route each incoming bill into a focused task with its key details ready for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a new task in DART.
Why this helps
Invoices often arrive as documents that need manual review before anyone can act on them.
- Start review from an invoice document submitted to the webhook.
- Keep extracted invoice details with the review task.
- Make invoice follow-up visible in the team's task list.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dart once in the Notis portal.
- 2Create an automation, name it, and choose a report channel.
- 3Tell Notis to extract the submitted invoice details and create a Dart task for invoice review, noting any missing or uncertain fields.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice and check the task details.
Questions about this workflow
Can it approve or pay an invoice?
This workflow creates a Dart review task. It does not perform payment or approval actions.
What if a value is unclear?
Ask Notis to flag uncertain or missing extracted details in the task so a person can verify them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dart. A trigger fires from one place; an action lands in another.
Affinda triggers
Dart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Task Comment
Adds a comment to a DART task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Task Attachment From URL
Downloads a file from a URL and attaches it to a task asynchronously.
Add Task Time Tracking
Records time spent on a DART task.
Create Doc
Creates a new document in Dart.
Create Task
Creates a new task in DART.
Delete Doc
Moves a Dart document to the recoverable trash.
Delete Task
Moves a Dart task to the recoverable trash.
Get User Space Configuration
Retrieves workspace configuration, including available boards and statuses.
Connect any two apps with Notis in the middle.
Affinda and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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