Capture billing contacts from invoice documents
Turn invoice contact details into a list entry without retyping them.
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
Billing contact details are easy to overlook when an invoice arrives during a busy day.
- Extract contact details Affinda can identify.
- Add a contact to a selected list.
- Keep a consistent intake path for invoice contacts.
Setup
Build it in a few focused steps.
- 1Connect Affinda and EmailOctopus once in the Notis portal.
- 2Create an automation and describe adding extracted billing contacts to a chosen list.
- 3Pick a webhook trigger and send the invoice for processing.
- 4Choose where run reports go, then test with one real invoice.
Questions about this workflow
Will it infer missing billing details?
It can use details extracted from the invoice. Missing information should be reported for review instead of assumed.
Can I choose which list to use?
Describe the intended list in the automation instruction and confirm the result in your test run.
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.
Create Contact
Add a new contact to a mailing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a mailing list to organize email contacts.
Create Field
Creates a custom field on a mailing list.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
Delete List
Delete a mailing list and all its contacts permanently; this cannot be undone.
Create Tag
Creates a tag on a mailing list for contact organization.
Get All Lists
Retrieve all mailing lists in the account.
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Emailoctopus.