See whether invoice companies connect to open opportunities
Make it easier to notice when an invoice mentions an organization that also appears in your opportunity pipeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all opportunities
Lists opportunities.
Why this helps
Potentially useful links between finance documents and pipeline activity can go unnoticed when each tool is checked separately.
- Surface possible links between invoice organizations and pipeline opportunities.
- Give founders a concise view of relevant opportunity context.
- Keep uncertain or indirect matches marked for review.
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 give it a descriptive name.
- 3In one instruction, ask Notis to compare invoice company names with returned Affinity opportunities and report possible matches and gaps.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real invoice and review the opportunity summary.
Questions about this workflow
Does the opportunity action return every custom field?
No. The listed action provides basic opportunity information and excludes field data.
Can the workflow tell whether an invoice is paid or overdue?
Only if that information is present in the parsed invoice data provided to Notis. Do not assume a field that is not available.
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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