Add Counterparty Context to Invoice Documents
Give invoice reviewers a fast company profile for the counterparty named in the document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Company Find
Looks up company information by domain name.
Why this helps
An invoice can identify a counterparty without giving reviewers enough company context to assess the relationship.
- Surface company context for invoice counterparties.
- Require domain confirmation before profile retrieval.
- Report incomplete identity details for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Bigpicture io once in the Notis portal.
- 2Create an automation in Notis by naming it and describing the outcome.
- 3Ask Notis in one instruction to parse the document, identify the counterparty, confirm its domain, and retrieve the company profile.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real invoice or business document and confirm the counterparty match.
Questions about this workflow
Can the workflow distinguish a customer from a supplier?
Tell Notis which counterparty role to prioritize in the instruction, since the listed actions do not define a specific role.
Does this create or update a counterparty record?
No. The available action retrieves company data for a confirmed domain.
What if the counterparty has no website in the document?
Use Name to Domain Search to find likely domains, then verify the correct one before retrieving a profile.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Bigpicture io. A trigger fires from one place; an action lands in another.
Affinda triggers
Bigpicture io actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Company Find
Looks up company information by domain name.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
IP to Company Lookup
Looks up company information associated with an IP address.
Find Company Stream
Streams company data by domain until ready, without async polling; limited to five requests per minute.
Name to Domain Search
Finds likely company domains from a company name.
Connect any two apps with Notis in the middle.
Affinda and Bigpicture io, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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