Prepare Vendor Profiles from Invoices
Bring confirmed vendor company profiles into your regular invoice review report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Company Find
Looks up company information by domain name.
Why this helps
Vendor context can be missing when invoice checks are spread across a busy week.
- Create a recurring report of invoice vendors and company context.
- Require confirmed domains before profile lookups.
- Highlight vendors whose website details need review.
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 process available invoices, confirm each vendor domain, and retrieve profiles for confirmed domains.
- 4Choose a recurring cron schedule and select where run reports should go.
- 5Test with one real invoice and verify the extracted vendor and profile.
Questions about this workflow
What does the report contain?
It can summarize extracted invoice vendor details and company data returned by Bigpicture io, while flagging missing or uncertain domains.
Will every vendor get a profile?
Only vendors with a confirmed domain should be sent to Company Find.
Does this replace accounting review?
No. It provides extracted details and company context for a person to review.
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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