Review sales alongside parsed invoice data
Get a scheduled view of Dripcel sales next to invoice details your Affinda process supplies.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get sales
Retrieve sales data for reporting or analysis.
Why this helps
Sales and invoice records can live in separate workflows, making it harder to notice items that need reconciliation.
- Collect Dripcel sales data on a recurring schedule.
- Compare only against invoice details available to the Affinda workflow.
- Surface records that need human review without assuming missing fields.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dripcel once in the Notis portal.
- 2Create an automation instructing Notis to retrieve Dripcel sales and compare them with invoice data accessible through your Affinda workflow.
- 3Pick a recurring schedule trigger.
- 4Choose where Notis should send run reports.
- 5Test one run with real sales and invoice data and check the reported matches.
Questions about this workflow
Will this create accounting matches automatically?
No. It retrieves sales and can compare them with invoice details available to the workflow. Any missing fields or uncertain matches should be reported for review.
Where does the Affinda invoice data come from?
The schedule is a Notis trigger. The automation depends on Affinda invoice data being available to the connected workflow; the context does not specify an Affinda retrieval event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dripcel. A trigger fires from one place; an action lands in another.
Affinda triggers
Dripcel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Contact
Delete a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contacts in Bulk
Creates up to 100,000 new contacts in bulk; existing contacts are not updated.
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Delete Tag
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Get sales
Retrieve sales data for reporting or analysis.
Connect any two apps with Notis in the middle.
Affinda and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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