Combine invoice reports with receipt pages
Generate a report from extracted invoice details, then append the receipt PDFs supplied with the request for one review file.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with merge
Why this helps
Reviewers often have to locate and open the invoice summary and its receipt pages separately.
- Put the generated report and supplied receipt PDFs together.
- Reduce document hunting during review.
- Use the same report template for recurring cases.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to generate an invoice report from supplied extracted details and append the supplied receipt PDFs.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real invoice and receipt example to test the merged PDF.
Questions about this workflow
Will Notis find receipts automatically?
Only if the receipt PDFs are supplied or accessible in the incoming request. This workflow does not claim to search for missing files.
How are the receipt files combined?
The merge action generates a PDF and appends additional PDF files as pages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Docugenerate. A trigger fires from one place; an action lands in another.
Affinda triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Affinda and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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