Create a CRM company from invoice data
Keep the organizations named on invoices easy to find. Send Affinda's available invoice details to Notis and create a company record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Company
Why this helps
Businesses named on invoices may never make it into the CRM, leaving teams to search documents when they need company context.
- Create company records from organization details already present in invoice data.
- Reduce searching across processed documents for a business name.
- Keep the workflow grounded in supplied invoice information.
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 Centralstationcrm company from each invoice payload's identifiable organization details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real invoice payload and review the company record.
Questions about this workflow
What starts the workflow?
A webhook request starts it. Affinda does not expose a listed trigger event in this setup.
Can it create a company if the invoice lacks an identifiable organization?
It should skip the record and report that the available data was insufficient rather than guessing.
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.
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Retrieve the activity count for a record, account, or user.
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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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