Get contact context before you follow up on an invoice
Turn the name on an invoice into a quick Affinity people lookup, so finance questions reach the right relationship owner with context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single person
Retrieves basic details and selected fields for a person.
Why this helps
Invoice contacts can be unfamiliar to the person handling follow-up, which adds extra searching and delays a simple question.
- Retrieve available details for the person named on an invoice.
- Help teams understand whether the contact is already known.
- Provide a concise context note for a billing follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for invoice contact lookup.
- 3Ask Notis to use the parsed invoice contact details to retrieve a matching Affinity person and summarize available profile information.
- 4Choose a Notis webhook trigger and select where run reports should go.
- 5Test with one real invoice and confirm the correct person is identified.
Questions about this workflow
Will the lookup include all person custom fields?
Only requested field ids or types and permitted data can be returned. Basic person information is available by default.
Does this send an invoice reminder?
No. It retrieves a person profile and prepares context for a human follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Affinity. A trigger fires from one place; an action lands in another.
Affinda triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarizes a company’s entries across all lists.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Lists the lists that contain a company.
Get all companies
Lists companies.
Get all list entries on a list
Lists entries on a selected list.
Get all list entries on a saved view
Lists entries in a saved view.
Get all opportunities
Lists opportunities.
Get all persons
Lists people.
Get a person s list entries
Summarizes a person’s entries across all lists.
Connect any two apps with Notis in the middle.
Affinda and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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