Get invoice questions to the right person faster
Send an invoice for review and let Notis ask the sender about a missing due date, invoice number, or other detail you specify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
Invoice follow-up gets lost when you have to switch between document review and messaging.
- Spot missing invoice details sooner.
- Reduce manual back-and-forth during invoice review.
- Keep the clarification request in WhatsApp.
Setup
Build it in a few focused steps.
- 1Connect Affinda and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to extract invoice details and message the sender about the specific missing details you care about.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice and confirm the message is appropriate.
Questions about this workflow
Does this send a message for every invoice?
The prompt can ask Notis to message only when a specified detail is missing. Test the behavior with a real invoice before relying on it.
Can Notis find the sender's WhatsApp number in an invoice?
Only if the number is present in the document or supplied with the webhook request. Otherwise, provide the recipient number in the request or another available context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Whatsapp. A trigger fires from one place; an action lands in another.
Affinda triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Affinda and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Whatsapp.