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Notis

Keep contract contacts easy to find

Extract available counterparty details from a contract and place them in the list you use for follow-up.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Contact

Add a new contact to a mailing list.

Why this helps

Important contact information can stay buried in signed documents instead of being available to the people following up.

  • Extract available counterparty contact information.
  • Create a contact in a selected list.
  • Make follow-up details easier to locate.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and EmailOctopus once in the Notis portal.
  • 2Create an automation and describe adding extracted counterparty contacts to a selected list.
  • 3Pick a webhook trigger and send a contract when it is ready for processing.
  • 4Choose where run reports go, then test with one real contract.

Questions about this workflow

Does Affinda guarantee every contract contains an extractable email?

No. The workflow can only use information available from the document and extraction result.

Can this workflow decide whether outreach is appropriate?

The automation can follow your instruction, but you should supply any consent or eligibility rules it needs to apply.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinda to Emailoctopus. A trigger fires from one place; an action lands in another.

Affinda triggers

Emailoctopus actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Contact

Add a new contact to a mailing list.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create List

Create a mailing list to organize email contacts.

ActionInstant

Create Field

Creates a custom field on a mailing list.

ActionInstant

Delete Contact

Permanently delete a contact and its list data; this cannot be undone.

ActionInstant

Delete List

Delete a mailing list and all its contacts permanently; this cannot be undone.

ActionInstant

Create Tag

Creates a tag on a mailing list for contact organization.

ActionInstant

Get All Lists

Retrieve all mailing lists in the account.

ActionInstant

Get Recent Campaigns

Retrieves recent campaigns from your EmailOctopus account.

ActionInstant

Connect any two apps with Notis in the middle.

Affinda and Emailoctopus, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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