Create vendor contacts from scheduled invoice reviews
Review available invoice extraction results on a regular cadence and capture supplier contacts for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Creates a contact within a brand, with optional list membership and subscription status.
Why this helps
Invoice data may be extracted but still wait for someone to manually add the supplier to a communication list.
- Create a regular supplier intake habit
- Reduce manual review and re-entry
- Flag records missing email addresses
Setup
Build it in a few focused steps.
- 1Connect Affinda and BigMailer once in Notis.
- 2Create an instruction to create contacts from available invoice supplier details with valid email addresses.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one real invoice record and review the created contact.
Questions about this workflow
Can it process every invoice in Affinda?
No Affinda trigger or retrieval event is listed. It can process invoice data made available to the automation.
What happens to suppliers without an email?
Instruct Notis to skip them and include the missing email detail in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Bigmailer. A trigger fires from one place; an action lands in another.
Affinda triggers
Bigmailer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Transactional Campaign
Creates a transactional email campaign for a brand.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Brand
Creates a brand for organizing campaigns and default sending settings.
Get User Information
Retrieves information about the authenticated user.
Create Brand Property
Creates a custom brand property for use in email templates.
List All Brands
Lists the brands associated with the authenticated account.
Create Bulk Campaign
Creates a bulk email campaign for immediate sending or scheduling.
Create Contact
Creates a contact within a brand, with optional list membership and subscription status.
Create Contact Batch
Queues a batch of contacts for asynchronous processing and returns a tracking ID.
Connect any two apps with Notis in the middle.
Affinda and Bigmailer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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