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Notis

Process receipts after an interactive WhatsApp reply

Use a clear WhatsApp reply as the cue to process a receipt already available in the conversation.

Trigger

Interactive Reply Received

Action

Receipt OCR V3

Extract structured data from receipt images or PDFs.

Why this helps

A receipt may be ready for processing, but the team still has to notice a reply and start the next step manually.

  • Use an interactive reply event as a deliberate processing signal.
  • Extract structured receipt details when the associated file is available to the automation.
  • Reduce the chance that a reply requiring document review is overlooked.

Setup

Build it in a few focused steps.

  • 1Connect WhatsApp and Eagle Doc once in Notis.
  • 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
  • 3In one instruction, ask Notis to process the associated receipt with Receipt OCR V3 when a reply arrives and the receipt file is available, then report the extracted details.
  • 4Pick the Interactive Reply Received trigger and choose where run reports go.
  • 5Test by selecting a reply in a conversation with an accessible receipt attachment.

Questions about this workflow

Does the reply event include the receipt file?

The event description says it triggers when a customer taps a quick-reply button or selects an interactive list option. It does not specify that a receipt file is included, so the workflow requires an associated file to be available.

Can any interactive reply start receipt processing?

The prompt can ask Notis to process only replies that correspond to the receipt review flow, based on information available in the event or conversation.

What if there is no receipt attached?

Ask Notis to skip processing and report that the receipt was unavailable.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Whatsapp to Eagle doc. A trigger fires from one place; an action lands in another.

Whatsapp triggers

Eagle doc actions

Recurring trigger

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

TriggerScheduled

Process Any Document with OCR

Extract and classify data from a document using OCR.

ActionInstant

Webhook trigger

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

TriggerInstant

Submit Batch Any Document OCR Task

Submit documents for batch OCR processing in the background.

ActionInstant

Message Status Updated

Returns no results; message status changes are delivered through webhooks in real time.

TriggerPolling

Delete Batch Processing Task

Remove a submitted batch processing task from the queue.

ActionInstant

Eagle Doc Invoice OCR from Base64

Extract invoice data from an image using OCR.

ActionInstant

Get Management Quota

View contractual quotas and current usage across workloads.

ActionInstant

Receipt OCR V3

Extract structured data from receipt images or PDFs.

ActionInstant

Get Receipt Quota V2 (Deprecated)

View quota and usage for the deprecated receipt processing service.

ActionInstant

Get Current Month Usage

View usage, quota, and costs for the current month.

ActionInstant

Connect any two apps with Notis in the middle.

Whatsapp and Eagle doc, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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