Find possible tickers for invoice suppliers
Get candidate symbols alongside the supplier name from a parsed invoice, ready for a quick identity check.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Symbol Search
Search for ticker symbols that best match a name or keyword.
Why this helps
A supplier name may not match its trading name, leaving teams to search manually before pulling market data.
- Find candidate tickers from invoice supplier names.
- Show match details to help distinguish similarly named companies.
- Prepare verified symbols for later quote or fundamental research.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Alpha Vantage once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for supplier symbol lookup.
- 3Tell Notis to read the supplier name from incoming invoice context, search Alpha Vantage for candidate symbols, and report the matching company, exchange, region, and currency for verification.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real invoice, especially one with a supplier whose name is not its trading name.
Questions about this workflow
What if no clear symbol match is returned?
Have Notis report that the match is unresolved and request a verified ticker before any further market lookup.
Does symbol search return a quote?
No. This workflow identifies candidate symbols. A separate quote action is needed for current price data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Alpha vantage. A trigger fires from one place; an action lands in another.
Affinda triggers
Alpha vantage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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