Keep invoice exceptions visible
Turn invoice processing exceptions into Customer.io activity so they can be reviewed alongside related customer history.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Track Event
Records an event associated with a person, along with its properties.
Why this helps
Exceptions buried in document processing results are easy to overlook when the team has to check another system.
- Bring exception activity into Customer.io.
- Reduce repeated checks of invoice processing results.
- Use run reports to spot records that could not be matched.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Customer.io once in the Notis portal.
- 2Create an automation and instruct Notis to review available invoice results and track exceptions for confidently matched Customer.io profiles.
- 3Choose a recurring Notis schedule and specify the time and timezone.
- 4Choose where run reports go, then test with one real exception result.
Questions about this workflow
What counts as an exception?
Specify the statuses or issues you want Notis to treat as exceptions, using only information available in the Affinda results.
What happens if an exception has no matching Customer.io profile?
Tell Notis to report unmatched items for review rather than recording an event on an uncertain profile.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Customerio. A trigger fires from one place; an action lands in another.
Affinda triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Permanently deletes a customer profile and prevents it from being added again; this action is irreversible.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Group
Adds a person to a group, linking them to an organization, account, or project.
Get Integrations
Lists the integrations configured in your workspace.
Create Profile Alias
Merges one profile into another, moving its data to the canonical profile.
Get Messages
Retrieves messages sent from your workspace and their delivery metrics.
Get Segment Details
Retrieves details about a specific segment.
Get Segment Membership
Retrieves the people in a specific segment.
Get Segments
Lists the segments in your workspace.
Connect any two apps with Notis in the middle.
Affinda and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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