Organize invoice vendors into Dialmycalls groups
Turn a defined vendor segment into a Dialmycalls group after Affinda reads the source invoices.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Group
Create a group for organizing contacts.
Why this helps
Vendor lists become hard to act on when documents are processed but recipients remain scattered and unorganized.
- Creates a named group for a useful vendor segment.
- Uses document extraction to inform contact organization.
- Keeps group creation tied to a clear instruction rather than guessing categories.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dialmycalls once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for vendor group preparation.
- 3Tell Notis to use Affinda to review the invoices you provide and create a Dialmycalls group only for the segment and exact group name you specify; report the extracted vendors and any uncertainty.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real invoice and a specific group name.
Questions about this workflow
Does creating a group add vendors to it?
The allowed action creates a group. It does not add contacts to the group, so the report should list the extracted vendors and any next steps needed.
Can Notis choose a vendor category automatically?
Give Notis the segment definition and group name in the prompt. Affinda extraction alone does not provide a business rule for categorizing vendors.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dialmycalls. A trigger fires from one place; an action lands in another.
Affinda triggers
Dialmycalls actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Access Account
Add a sub-account with delegated dialing access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact
Add a contact to your contact list.
Add Group
Create a group for organizing contacts.
Delete Access Account
Delete a sub-account.
Delete Caller ID
Permanently delete an existing caller ID.
Delete Contact
Permanently delete a contact from your list.
Delete Group
Delete an existing contact group.
Delete Recording
Permanently delete a custom recording.
Connect any two apps with Notis in the middle.
Affinda and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dialmycalls.