Capture invoice details without retyping them
Send an invoice image with the deal information you have, and let OCR extract its data for a faster review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Eagle Doc Invoice OCR from Base64
Extract invoice data from an image using OCR.
Why this helps
Invoice details can take time to retype and reconnect to the right deal or contact.
- Extract invoice data from an encoded image.
- Keep supplied deal or contact context alongside the extraction.
- Avoid repeated manual entry during document review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Eagle doc once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3In one instruction, ask Notis to process the base64 invoice image and summarize extracted data with the supplied deal context.
- 4Choose the webhook trigger and a run report destination.
- 5Test with one real encoded invoice image.
Questions about this workflow
What input does this workflow need?
The action is for base64 encoded invoice images. Include the image data and any deal context in the webhook request.
Does this create or update an Affinity record?
No such action is listed. This workflow extracts invoice data and uses Affinity context supplied with the request for the review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Eagle doc. A trigger fires from one place; an action lands in another.
Affinity triggers
Eagle doc actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Extract invoice data from an image using OCR.
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When this happens · Trigger
Do this · Action
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