Move invoice details into a signature request
Give Notis the extracted invoice facts and the PDF when an approval needs a signature, then create a Docuseal request for the right approver.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Submission From PDF
Creates and sends a one-off PDF submission for electronic signature.
Why this helps
Invoice approval stalls when extracted details, the source PDF, and the signature step live in separate places.
- Reduce copying invoice details into approval correspondence.
- Start a one-off signature workflow from the invoice PDF.
- Keep approval routing explicit so the right person signs.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Docuseal once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it.
- 3Tell Notis to use the invoice details and PDF supplied in the webhook request to create a Docuseal signature request for the named approver, asking for missing details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice and confirm the PDF and approver before sending.
Questions about this workflow
Does Affinda send an invoice event to start this workflow?
No Affinda trigger event is listed. Start the automation with a Notis webhook request containing invoice information and access to the PDF.
Can this create the request without an invoice PDF?
This action creates a submission from a PDF. Include the PDF and the intended signer details in the request or provide them when prompted.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Docuseal. A trigger fires from one place; an action lands in another.
Affinda triggers
Docuseal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Template
Archives a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Submission
Archives a submission, which can be restored and is not permanently deleted.
Create Submission From PDF
Creates and sends a one-off PDF submission for electronic signature.
Clone Template (v2)
Clones an existing template into a new template.
Create Template from HTML
Creates a fillable document template from HTML.
Create Submission
Creates and sends signature requests from an existing template.
Get Template
Retrieves a template’s details.
Create Submissions From Emails
Creates a submission for a template and sends each recipient a unique signing link.
Connect any two apps with Notis in the middle.
Affinda and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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