Keep vendor contacts up to date from invoices
Process invoice details and maintain one current vendor contact in your chosen list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Contact
Creates a contact if absent or updates it if already in the list.
Why this helps
Vendor contact records can drift when invoice details are copied by hand or saved in several places.
- Extract available vendor details from invoices.
- Update an existing contact or create one if absent.
- Keep vendor records in a selected EmailOctopus list.
Setup
Build it in a few focused steps.
- 1Connect Affinda and EmailOctopus once in the Notis portal.
- 2Create an automation and describe using invoice details to create or update vendor contacts.
- 3Pick a webhook trigger and send a request when an invoice is ready.
- 4Choose where run reports go, then test with one real invoice.
Questions about this workflow
Does this workflow send an email campaign?
No. Its EmailOctopus action creates or updates a contact in a list.
What if an invoice does not contain a vendor email?
The automation needs a usable email address for the contact action. Have Notis report the missing detail rather than creating an incomplete contact.
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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