Capture invoice details as Dovetail data points
Extract key invoice details from a document and record them where your Dovetail team can find them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Data Point
Record and classify a data point in a channel.
Why this helps
Invoice details often need to be copied into a separate record before they can be reviewed alongside other project information.
- Capture invoice information from submitted documents.
- Reduce manual transcription of available invoice details.
- Keep the source document context alongside a Dovetail record.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for invoice capture.
- 3In one instruction, ask Notis to extract the available invoice details with Affinda and create a Dovetail data point in the intended channel.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice and verify the extracted details and destination.
Questions about this workflow
Does this workflow pay or approve invoices?
No. It extracts document information and creates a Dovetail data point.
What if the invoice does not contain a detail?
The instruction should tell Notis to omit missing information instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dovetail. A trigger fires from one place; an action lands in another.
Affinda triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Create a channel to organize and collect feedback.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Create a new contact.
Create Data Point
Record and classify a data point in a channel.
Create Data
Creates a research data item in a project.
Create Insight
Save a research insight, optionally linking it to a project.
Create Topic
Create a topic in a channel to organize feedback.
Create Doc
Creates a document in a project; its content is stored but not returned.
Delete Channel
Move a channel to the project trash, where it can be restored for 30 days.
Connect any two apps with Notis in the middle.
Affinda and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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