Keep invoice activity connected to your deal list
Use a scheduled review to connect the organizations appearing on invoices with the list entries your team already tracks in Affinity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all list entries on a list
Lists entries on a selected list.
Why this helps
When invoices and deal lists are reviewed separately, founders can miss useful context or spend time hunting through list rows by hand.
- See whether invoice companies appear in the relevant Affinity list.
- Include available list-specific fields and entry metadata in the review.
- Surface invoice companies that need attention because there is no corresponding list entry.
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 the review.
- 3Ask Notis to extract invoice company names and compare them with entries in the specified Affinity list, summarizing matches and gaps.
- 4Choose a recurring schedule as the trigger and set the report destination.
- 5Test with a real invoice and the intended list.
Questions about this workflow
Can this choose a list automatically?
Tell Notis which list to review in the instruction. The workflow uses the Affinity action for retrieving list entries.
What details can the report include?
It can summarize returned list data, including available list-specific fields and entry metadata. Access depends on Affinity permissions.
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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