Enrich Invoice Contact Profiles in a Scheduled Review
Review supplied invoice contact data on a schedule and retrieve LinkedIn details for contacts with valid public URLs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Details From LinkedIn URL
Retrieves prospect details from a LinkedIn profile.
Why this helps
Contact research can interrupt invoice work when profile checks are scattered across individual documents.
- Run profile checks as part of a recurring review
- Reduce ad hoc searches during invoice processing
- Enrich only contacts with a valid public LinkedIn URL
Setup
Build it in a few focused steps.
- 1Connect Affinda and Aeroleads once in the Notis portal.
- 2Create a named automation from Automations, New Automation.
- 3In one instruction, ask Notis to review invoice contact data supplied for each run and retrieve details for each valid public LinkedIn URL.
- 4Choose the recurring schedule and select where run reports should go.
- 5Test with one real invoice contact record that includes a public LinkedIn URL.
Questions about this workflow
Will Notis automatically collect invoices from Affinda on the schedule?
No Affinda trigger or scheduled retrieval event is listed. Provide the invoice contact data to Notis for the scheduled run.
What happens to contacts without a LinkedIn URL?
The workflow can skip them because the available Aeroleads action requires a LinkedIn profile URL.
Can I change the recurring cadence later?
The trigger is a Notis schedule, which you choose when creating or editing the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Aeroleads. A trigger fires from one place; an action lands in another.
Affinda triggers
Aeroleads actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Details From LinkedIn URL
Retrieves prospect details from a LinkedIn profile.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
Affinda and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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