Turn invoice contact details into CRM people
Make the people behind your invoices easier to find. Notis can review the supplied Affinda invoice data and add identifiable contacts to Centralstationcrm.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Person
Why this helps
Contact details on processed invoices can be overlooked when invoice review and CRM upkeep happen in separate workflows.
- Bring invoice contact details into the CRM on a predictable schedule.
- Reduce the chance that useful business contacts remain only in documents.
- Ask Notis to skip records without enough identifying 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 give it a clear name.
- 3Tell Notis to create a person for each identifiable contact in the supplied Affinda invoice data, skipping incomplete records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real invoice example and review the created person.
Questions about this workflow
Does the schedule retrieve invoices from Affinda by itself?
The listed context provides no Affinda trigger or retrieval event. The automation can act on invoice data made available to it.
What happens when an invoice has no usable contact details?
Instruct Notis to skip it and report that the available data did not identify a contact.
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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