Give Invoice Approvals a Clear Cover
Put the invoice facts and the review context you supply on one clean page for a faster handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Approval requests lose momentum when reviewers must search for invoice details and the reason for the request.
- Keep invoice facts and supplied rationale in one place.
- Make approval handoffs easier to scan.
- Generate a consistent cover for recurring requests.
Setup
Build it in a few focused steps.
- 1Connect Affinda and DocRaptor once in the Notis portal.
- 2Create an automation and describe the approval cover and sections in one instruction.
- 3Pick the Notis webhook trigger and choose where run reports should go.
- 4Send one real invoice payload with the review rationale to test the PDF.
Questions about this workflow
Can it approve or pay the invoice?
No. The listed DocRaptor action creates a document. The workflow prepares a cover for a human review process.
Where does the approval rationale come from?
Include it in the webhook payload or specify a fixed instruction. It is not assumed to be present in parsed invoice data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to DocRaptor. A trigger fires from one place; an action lands in another.
Affinda triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Affinda and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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