Create invoice approval forms from extracted data
Get invoice amount, vendor, and other supplied details into your approval document with less retyping and fewer missed fields.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Invoice data gets copied into approval paperwork by hand, making routine review slower and easier to interrupt.
- Reuse invoice details already extracted by Affinda.
- Standardize the approval document.
- Make routine invoice review easier to pick up.
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 approval form from the invoice details in each incoming request using your template.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real extracted invoice example to test the form.
Questions about this workflow
Does the workflow approve or pay invoices?
No. It generates a document from supplied invoice details. Approval and payment are separate processes.
Can it use my approval form layout?
Yes, select a Docugenerate template that reflects your desired form and check the first generated result.
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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