Turn Agiled invoice documents into structured data
Get invoice details extracted without switching between your CRM and document parser.
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
Rekeying invoice details from documents into your workflow takes time and invites missed amounts or dates.
- Extract invoice data from a document URL in one step.
- Reduce manual review and rekeying.
- Keep the Agiled record context with the run report.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Affinda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe: parse the invoice document URL supplied with the Agiled record and report the extracted details with that record context.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real Agiled invoice document.
Questions about this workflow
What starts this workflow?
A Notis webhook HTTP request starts it. Include the invoice document URL and relevant Agiled record context in the request.
Does it create or update an Agiled invoice?
No. The listed Affinda action creates a document for parsing; the workflow can report the extracted result alongside the supplied Agiled context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Affinda. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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