Keep invoice organizations in your CRM
A recurring review can keep organization records from slipping through the cracks. Notis can create companies from invoice details available to each run.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Company
Why this helps
When invoices are handled in batches, company names can stay buried in document processing instead of becoming searchable CRM records.
- Create company records during a recurring invoice review.
- Reduce the manual transfer of organization details.
- Keep unidentifiable entries out of the CRM for later review.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Centralstationcrm once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a company for each identifiable organization in the invoice data supplied to the run and report incomplete entries.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real invoice example and check the resulting company.
Questions about this workflow
What information can the company record use?
Only organization details included in the data available to the automation. Notis should not fill gaps with guesses.
Will this look up invoices in Affinda?
No invoice retrieval event is listed here. The scheduled run acts on invoice information made available to it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Centralstationcrm. A trigger fires from one place; an action lands in another.
Affinda triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Checks whether the API connection is active.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count Activities
Retrieve the activity count for a record, account, or user.
Count Attachments
Retrieve the total number and combined file size of attachments.
Create Deal
Creates a new sales deal.
Count Avatars
Retrieve the total number and combined storage size of avatars.
Count Companies External Emails
Count external emails associated with a company.
Create Person Address
Adds an address to a person’s record.
Count Deals External Emails
Count external emails associated with a deal.
Connect any two apps with Notis in the middle.
Affinda and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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