Summarize Invoice Activity by Vendor
Bring supplied invoice records together by vendor so reviewers can quickly see the details included in the request.
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
Vendor invoice activity is hard to scan when each parsed invoice must be opened and reviewed separately.
- Group supplied invoice records by vendor.
- Present invoice references and amounts in one summary.
- Make review and handoff simpler.
Setup
Build it in a few focused steps.
- 1Connect Affinda and DocRaptor once in the Notis portal.
- 2Create an automation and describe the vendor summary layout in one instruction.
- 3Pick the Notis webhook trigger and choose where run reports should go.
- 4Send one real payload with multiple parsed invoices to test vendor grouping.
Questions about this workflow
Does Affinda provide vendor history automatically?
No. Include all invoice records you want summarized in the webhook request.
Can it produce an official vendor statement?
It creates a document from supplied data. The workflow does not verify or certify that data as an official statement.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business DocRaptor.