Review the companies behind incoming invoices
Turn an invoice into a company lookup so vendor details are easier to review alongside your finance workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Screener company information
Finds companies matching criteria such as headcount, growth, or funding.
Why this helps
Vendor names arrive in invoices, while company research happens elsewhere, making due diligence easy to postpone.
- Start a company review from an invoice you already receive.
- Reduce manual transfer of vendor names into company research.
- Keep the screening result tied to a run report.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for invoice vendor review.
- 3In one instruction, ask Notis to extract the vendor identity from the invoice and screen the matching company with Crustdata.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice and review the company match.
Questions about this workflow
Can this verify that a vendor is financially safe?
No. Company screening provides information for review, not a guarantee of financial condition or a substitute for due diligence.
What if a vendor name matches multiple companies?
Ask Notis to report ambiguity for human review instead of selecting a company without enough evidence.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Crustdata. A trigger fires from one place; an action lands in another.
Affinda triggers
Crustdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Enrich person screener
Enriches a person’s profile with additional information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Fetch headcount by facet timeseries
Retrieves headcount data over time, grouped by selected facets.
Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Post headcount timeseries data
Retrieves historical headcount data to help analyze workforce trends.
Post job listings table data
Searches indexed job listings.
Post web traffic data
Retrieves web traffic data for analysis and reporting.
Connect any two apps with Notis in the middle.
Affinda and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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