Check stored vendor details against an invoice
Compare extracted invoice contact details with the record you already have before making changes.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contact
Retrieves a contact’s details from a mailing list.
Why this helps
Updating a vendor record without checking the existing details can create confusion or overwrite useful information.
- Retrieve an existing contact using invoice context.
- Review current fields, tags, and subscription status.
- Make a more informed follow-up or update decision.
Setup
Build it in a few focused steps.
- 1Connect Affinda and EmailOctopus once in the Notis portal.
- 2Create an automation and describe which vendor details to verify.
- 3Pick a webhook trigger and submit an invoice for processing.
- 4Choose where run reports go, then test with an invoice for a known contact.
Questions about this workflow
Does the workflow change the contact?
No. The action retrieves contact details for review.
What if the invoice email is not on the list?
The lookup may not find a matching contact. Have the automation report that result for review.
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
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