Build supplier segments from invoice processing
Make supplier communication more focused by turning processed invoice details into a reusable audience segment.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Segmentation
Creates a rule-based contact segmentation for targeting and organization.
Why this helps
Vendor lists grow without a clear way to group suppliers, making every update campaign harder to target.
- Organize supplier audiences around useful contact values.
- Avoid rebuilding the same targeting logic for each campaign.
- Specify segmentation criteria in a plain-language instruction.
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, describe the vendor criteria and name for the ActiveTrail segmentation to create.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real processed invoice.
Questions about this workflow
Does the action add contacts to the segment?
The listed action creates a rule-based segmentation. It does not describe adding contacts to a mailing list or group.
What if the invoice data does not include the field I need?
The instruction can use only information available from the processed document and action. Provide missing criteria separately or choose a supported value.
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
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