Keep invoice context beside the stored file
Carry invoice identifiers already present in your process into the matching Dropbox file properties.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add file properties
Adds structured custom properties to a file.
Why this helps
Invoice context can be separated from the file that finance needs to find and review.
- Keep supplied invoice context alongside the file.
- Make files easier to filter when properties are available.
- Avoid retyping invoice details into storage.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dropbox once in the Notis portal.
- 2Create an automation for enriching stored invoice files.
- 3Tell Notis to apply the supplied invoice identifiers and categories as properties on the matching Dropbox file.
- 4Choose a Notis webhook trigger and a run report destination.
- 5Test with one real invoice file and verify its properties.
Questions about this workflow
Does this extract invoice data from Affinda?
The webhook must include the invoice details you want to apply. Affinda has no listed trigger events in this package.
What must be ready in Dropbox?
A compatible property template must already exist, and the file must be identifiable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dropbox. A trigger fires from one place; an action lands in another.
Affinda triggers
Dropbox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tags a file or folder; the tag is converted to lowercase.
Connect any two apps with Notis in the middle.
Affinda and Dropbox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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