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Notis

Add parsed invoice details to Box files

Keep important invoice details close to the file, so you can search and review them without reopening every document.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create metadata instance on file

Applies a metadata template to a file.

Why this helps

Invoice details get stranded in parsed output while the corresponding Box file remains hard to search.

  • Attach extracted invoice details to a Box file when its identifier is available.
  • Make invoice records easier to locate and review.
  • Reduce repeated lookups across parsed data and stored documents.

Setup

Build it in a few focused steps.

  • 1Connect Airparser and Box once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for invoice metadata.
  • 3In one instruction, tell Notis which parsed invoice details to add to the matching Box file using the available metadata template.
  • 4Choose the Notis webhook trigger and set a report destination.
  • 5Test using one real invoice and an existing Box file.

Questions about this workflow

Does this create a metadata template?

No. This workflow applies an instance of a metadata template to a file, so the needed template must already exist in Box.

What if the parsed invoice cannot be matched to a Box file?

Have Notis report the unmatched item for review rather than guessing which file to update.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airparser to Box. A trigger fires from one place; an action lands in another.

Airparser triggers

Box actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add classification to file

Adds a classification label to a file.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add classification to folder

Adds a classification label to a folder.

ActionInstant

Add domain to list of allowed collaboration domains

Allows a domain for inbound, outbound, or two-way enterprise collaboration.

ActionInstant

Add initial classifications

Sets up an enterprise’s initial classification options.

ActionInstant

Add or update user avatar

Adds or updates a user’s avatar.

ActionInstant

Add shared link to file

Adds a shared link to a file.

ActionInstant

Add shared link to folder

Adds or updates a shared link to a folder.

ActionInstant

Add shared link to web link

Adds a shared link to a web link.

ActionInstant

Connect any two apps with Notis in the middle.

Airparser and Box, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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