Keep invoice details out of scattered threads
Make emailed invoices easier to track. Notis can capture the details you specify from new messages and add them to a Databox dataset.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Push Data to Dataset (V1)
Tool to push data points to a Databox dataset using the v1 API. Use when you need to ingest data records into a specific dataset by providing the dataset ID and an array of records matching the dataset schema.
Why this helps
Invoice details arriving by email can require repetitive copying before they are visible in business reporting.
- Collect invoice details as emails arrive
- Reduce repeated manual data entry
- Review records in an existing Databox dataset
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Databox once in the Notis portal.
- 2Create an automation in the portal or tell Notis the outcome you want.
- 3In one instruction, ask Notis to capture specified invoice details from new invoice emails and add them to your existing Databox dataset.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real invoice email and confirm the Databox record contains the intended details.
Questions about this workflow
Will it verify invoice amounts or payment status?
This workflow can capture details stated in the email. It cannot confirm payment status or validate amounts against information that is not available in the message or dataset.
Can it work with any Databox dataset?
Use an existing dataset whose schema supports the invoice details you ask Notis to capture.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Databox. A trigger fires from one place; an action lands in another.
Agent mail triggers
Databox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Dataset
Tool to create a new dataset in Databox data source. Use when you need to initialize a dataset with a title, data source ID, and primary keys for unique record identification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Data Source
Tool to create a new data source in Databox. Use when you need to create a logical container for datasets within a Databox account. Requires accountId, title, and timezone parameters.
New Email Received
Trigger for new emails in an AgentMail inbox
Delete Dataset
Tool to delete a dataset by ID in Databox. Use when you need to permanently remove a dataset. This operation is irreversible.
Delete Data Source
Tool to delete a data source by ID in Databox. Use when you need to permanently remove a data source. This operation is irreversible and will delete all associated datasets.
Get Dataset Ingestion Status
Tool to check the status of a specific data ingestion for a dataset. Use when you need to verify whether a data ingestion was successful by providing the dataset ID and ingestion ID returned from the initial POST request.
List Accounts
Tool to retrieve all Databox accounts accessible to the authenticated user. Use to identify account IDs required for subsequent API operations like data source creation.
Push Data to Dataset (V1)
Tool to push data points to a Databox dataset using the v1 API. Use when you need to ingest data records into a specific dataset by providing the dataset ID and an array of records matching the dataset schema.
Connect any two apps with Notis in the middle.
Agent mail and Databox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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