Keep supplier update contacts in sync with invoices
Maintain a useful supplier update list as your documents move through Affinda.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Mailing List Member
Creates a contact or adds one to a mailing list and groups; an email address or SMS number is required.
Why this helps
A supplier update list goes stale when someone has to remember to add every new vendor by hand.
- Keep supplier update contacts from falling behind.
- Reduce repeated entry from invoice documents.
- Choose which suppliers should receive the updates.
Setup
Build it in a few focused steps.
- 1Connect Affinda and ActiveTrail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, say which invoice vendors belong on the supplier update mailing list.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real processed invoice.
Questions about this workflow
Can this send a campaign immediately?
This workflow adds a contact to a mailing list. It does not create or send a campaign.
What if an invoice has no usable email or SMS number?
The mailing list action requires an email or SMS number. The instruction should specify how to handle invoices without either.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to ActiveTrail. A trigger fires from one place; an action lands in another.
Affinda triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Group Member
Adds a contact to a group, creating the contact if needed.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contact Growth
Retrieves daily statistics on subscribed and unsubscribed contact counts.
Add Mailing List Member
Creates a contact or adds one to a mailing list and groups; an email address or SMS number is required.
Create a New Group
Creates an empty contact group.
Create Contact
Creates a new contact.
Create Campaign
Creates an email campaign in draft unless configured to send it.
Create Content Category
Creates a content category.
Create Campaign for Contacts
Creates and sends an email campaign to selected contacts.
Connect any two apps with Notis in the middle.
Affinda and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business ActiveTrail.