Make invoice corrections easier to hand off
Capture what needs review, which invoice it concerns and what information is still missing in one task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Why this helps
Invoice correction requests can stall when details arrive in separate messages and nobody has a complete handoff.
- Make correction requests actionable.
- Preserve the details supplied with the request.
- Highlight missing facts for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Billsby and Asana once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to create an invoice correction review task from the provided request and list any missing supporting details.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real correction request and verify the invoice reference and open questions.
Questions about this workflow
Does the workflow edit an invoice?
No. It creates an Asana task for a person to review.
What details should a request include?
Include the invoice reference and a clear description of the requested correction, plus any supporting context available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Billsby to Asana. A trigger fires from one place; an action lands in another.
Billsby triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Followers to Task
Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Create a tag in a workspace
Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Create Attachment for Task
Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.
Connect any two apps with Notis in the middle.
Billsby and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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