Capture verified vendor contacts during invoice review
Keep vendor follow-up details close to the invoice review that surfaced them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact.
Why this helps
Invoice processing can reveal useful vendor contact details that never make it into the team's messaging contacts.
- Turns verified invoice review details into an actionable contact
- Avoids creating a contact when a name or contact detail is missing
- Keeps vendor follow-up accessible in 2chat
Setup
Build it in a few focused steps.
- 1Connect Affinda and 2chat once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3In one instruction, ask Notis to review invoice data from the request, verify the vendor's first name and at least one contact detail, then create a 2chat contact.
- 4Choose the webhook trigger, then choose where run reports go.
- 5Test with one real invoice example and confirm the contact details in the run report.
Questions about this workflow
Can an invoice always provide a vendor contact?
No. The workflow should create a contact only when the vendor's first name and at least one contact detail are verified. Missing details should be reported for follow-up.
What starts the automation?
An HTTP request starts the Notis webhook trigger. Affinda does not provide a listed trigger event here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to 2chat. A trigger fires from one place; an action lands in another.
Affinda triggers
2chat actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Creates a new contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Usage Info
Retrieves current usage and account information.
List Contacts
Lists the contacts in your account.
List Webhook Subscriptions
Lists webhook subscriptions for messaging and phone call events.
Test API Key
Checks whether authentication is valid and retrieves account information.
Connect any two apps with Notis in the middle.
Affinda and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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