Turn Invoice Context into a Prospect Search
Bring parsed vendor information into a lead search, with Notis applying the company and people criteria you specify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead Finder Search
Creates a search to find leads matching company and people criteria.
Why this helps
Vendor research often stalls when useful company context is trapped in invoices and requires manual copying into prospecting tools.
- Reuse company context extracted from invoice documents.
- Run searches using criteria you specify, such as roles, seniority, industry, or company size.
- Avoid rebuilding the same search context by hand.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Bettercontact once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use vendor details supplied through the webhook as search context and apply your stated lead criteria.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice and review the search request.
Questions about this workflow
Is an invoice itself a trigger?
No. Affinda has no listed trigger event. A Notis webhook starts this workflow, and the request needs to carry the parsed vendor details.
Does the invoice define who to search for?
The invoice can provide company context. Specify the people and company criteria for the Lead Finder search in your instruction.
Does this automatically approve a vendor or prospect?
No. It creates a search based on your criteria. Review the results and make qualification decisions separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Bettercontact. A trigger fires from one place; an action lands in another.
Affinda triggers
Bettercontact actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Credits Balance
Checks the remaining account credits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Lead Finder Search
Creates a search to find leads matching company and people criteria.
Enrich Leads
Requests work email and direct phone number enrichment for leads.
Get Enrichment Results
Retrieves the results of a lead enrichment request.
Get Lead Finder Results
Retrieves the results of a lead search.
Connect any two apps with Notis in the middle.
Affinda and Bettercontact, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bettercontact.