Find company records for vendors in your invoices
Send invoices to a webhook and have Notis extract vendor names before searching Crustdata for company records.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search companies with filters
Searches for companies matching selected criteria.
Why this helps
Finding a supplier record for an invoice vendor means retyping names and sorting through company search results by hand.
- Reduce repeated data entry during vendor lookup.
- Search company records using invoice details extracted by Affinda.
- Surface uncertain or multiple matches for review.
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 vendor company search.
- 3In one instruction, ask Notis to extract the vendor name and useful identifying details from each invoice, then search Crustdata for matching companies.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice and confirm the returned company matches.
Questions about this workflow
How should the automation handle uncertain matches?
Ask Notis to show the candidate matches and explain what identifying information is missing so a person can choose.
Does company search create or update vendor records?
No. This action searches company data and returns results; it does not create or update a vendor record.
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.
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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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