Review Invoice Contacts Before Follow-Up
Make it easier to recognize a customer or vendor before preparing a card or campaign.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contacts
List contacts from your account.
Why this helps
Invoice processing and contact management often happen in different places, making familiar names easy to miss.
- Bring invoice context into a contact lookup.
- Spot possible existing contacts before follow-up.
- Keep the result as a review report.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Amcards once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to search Amcards contacts using invoice details received through the webhook and summarize possible matches.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real invoice example.
Questions about this workflow
Which invoice fields are available?
The webhook request must supply the invoice details you want Notis to use. The listed Amcards contact action supports filters including first name, last name, and email.
Will the workflow create or update an Amcards contact?
No. The available contact action retrieves contacts; it does not create or update them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Amcards. A trigger fires from one place; an action lands in another.
Affinda triggers
Amcards actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Cards
List all cards associated with your account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Schema
Retrieve the complete API schema.
Get Contacts
List contacts from your account.
Get Category
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Get Category Schema
Retrieve the schema for the read-only Category resource.
Get Gift
Retrieve details of a gift, including its price and availability.
Get Public Template
Retrieve details of a public template.
List Categories
List card template categories in priority order.
Connect any two apps with Notis in the middle.
Affinda and Amcards, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Amcards.