Keep invoice packets ready for review
Use a recurring run to prepare a PDF packet from the invoice details available in Agiled.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
Collecting invoice information for review can create avoidable admin work and follow-up.
- Prepare invoice packets on a predictable schedule.
- Track document generation through its async status.
- Reduce manual document assembly for recurring reviews.
Setup
Build it in a few focused steps.
- 1Connect Agiled and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the outcome: create a PDF packet from the Agiled invoice details available for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real invoice set and confirm the generated packet is accurate.
Questions about this workflow
Does the workflow decide which invoices are overdue?
Only if the necessary due dates and payment status are available. Otherwise supply the criteria and relevant data in the prompt or source information.
Will it submit or pay invoices?
No. This workflow creates a document with DocRaptor and does not submit or pay invoices.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to DocRaptor. A trigger fires from one place; an action lands in another.
Agiled triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Agiled and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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