Add invoice vendors to Salesforce accounts
When Affinda extracts a vendor's organization details from an invoice, have Notis create the Salesforce account for future work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
New suppliers and service providers can be difficult to track when their details stay only on invoices.
- Bring vendor organizations into Salesforce
- Avoid manually copying company details from invoices
- Create a consistent starting point for vendor follow-up
Setup
Build it in a few focused steps.
- 1Connect Affinda and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe in one instruction how Notis should create an account from the vendor organization in the incoming invoice result.
- 4Choose the webhook trigger, then choose where run reports should go.
- 5Test with one real invoice that includes the vendor organization name.
Questions about this workflow
Does this action identify existing vendor accounts?
The selected action creates an account. Provide matching instructions or review duplicates if your process needs to avoid creating records for vendors already in Salesforce.
What does Salesforce need to create the account?
At minimum, Salesforce account creation requires a name. Make sure the Affinda result includes the vendor organization name.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Salesforce. A trigger fires from one place; an action lands in another.
Affinda triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Affinda and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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