Parse invoice documents surfaced in Affinity
Send invoice documents referenced in Affinity activity to Affinda and capture their structured details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Uploads a document for data extraction.
Why this helps
Invoices mentioned in deal or contact activity can be forgotten when follow-up lives across several tools.
- Make invoice details available in a parsed document.
- Reduce manual entry during follow-up.
- Keep the originating Affinity context with the request.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Affinda once in the Notis portal.
- 2Create an automation for invoice document intake.
- 3Tell Notis to create an Affinda document from the invoice URL in an Affinity webhook request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real invoice document URL.
Questions about this workflow
Does this approve or pay the invoice?
No. It creates a document in Affinda for parsing and does not approve or pay invoices.
What if the invoice URL is inaccessible?
Affinda must be able to access the document. Check the URL permissions and confirm with a real test.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Affinda. A trigger fires from one place; an action lands in another.
Affinity triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Updates annotations across multiple documents at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Tag to Documents
Adds the same tag to multiple documents.
Create Collection
Creates a collection for grouping documents.
Create Document
Uploads a document for data extraction.
Create API User
Creates an API user with credentials for programmatic access.
Create Organization
Creates an organization to group resources.
Batch Create Annotations
Creates multiple annotations for processed documents.
Create RESTHook Subscription
Creates a subscription for document event notifications.
Connect any two apps with Notis in the middle.
Affinity and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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