Create Close leads from Affinda invoice data
Keep billing details from getting lost between document review and sales follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead in the sales pipeline.
Why this helps
Copying customer and company details out of invoices adds busywork and can leave a promising account out of Close.
- Reduce manual copying from invoices into your CRM.
- Use extracted company details as context for a new lead.
- Review uncertain or missing details before creating a record.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to review invoice details sent to its webhook and create a Close lead only when the company is identifiable.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real invoice example and review the created lead.
Questions about this workflow
How does the invoice reach Notis?
Send the invoice data to the Notis webhook after Affinda processes it. Affinda has no listed native trigger for this workflow.
Will every invoice create a lead?
You describe the conditions in the prompt. Ask Notis to skip existing customers, incomplete records, or uncertain matches for review.
Can Notis extract invoice fields itself?
Affinda extracts document data. The workflow can use information included in the webhook request, but should not assume unavailable fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Close. A trigger fires from one place; an action lands in another.
Affinda triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Affinda and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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