Keep invoice vendor contacts ready for follow-up
Have Notis periodically review invoice information returned by Affinda and add vendor contacts to Dialpad when the details are usable and the contact is not already present.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create new contact entry
Adds a new local or shared contact.
Why this helps
Vendor details can stay buried in invoices, leaving you to hunt through documents when a payment or service question needs follow-up.
- Turn returned invoice vendor details into searchable Dialpad contacts.
- Review documents on a recurring schedule.
- Reduce duplicate contacts by checking available Dialpad records first.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dialpad once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for vendor contact review.
- 3Describe the outcome: review available Affinda-processed invoices, check Dialpad for an existing vendor contact, and create one only when usable details are returned.
- 4Choose a recurring schedule and select a channel for run reports.
- 5Test with one real invoice and review the resulting contact or skip report.
Questions about this workflow
Does this workflow process every invoice ever sent to Affinda?
Only documents available to the automation when it runs can be reviewed. Tell Notis which available documents to consider in the instruction.
How does it avoid duplicates?
Ask Notis to check the Dialpad contacts it can retrieve before creating a contact. If it cannot verify a match, it should report that uncertainty instead of assuming.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dialpad. A trigger fires from one place; an action lands in another.
Affinda triggers
Dialpad actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Access control policies listing
View a company's access control policies.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add blocked phone numbers
Add phone numbers to the blocked list to prevent calls or messages from them.
Add department operator by id
Add an operator to a department.
Add member to channel
Add a user to a channel.
Add member to coaching team
Add a member to a coaching team.
Add operator to call center
Add an operator to a call center.
Add operator to office
Add an operator to an office.
Add participant to call
Add someone to an ongoing call.
Connect any two apps with Notis in the middle.
Affinda and Dialpad, 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 Dialpad.