Check supplier research against existing contacts
Before starting a new supplier thread, see whether your finance records already contain a useful contact match.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contacts
Tool to retrieve a list of contacts. use when you need up-to-date contact information with filtering, paging, or incremental updates.
Why this helps
Supplier research can be scattered across tabs, making it hard to tell whether a vendor has already been reviewed or recorded.
- Check for existing supplier contact records.
- Reduce duplicate due diligence and setup effort.
- Keep the research finding connected to a clear review step.
Setup
Build it in a few focused steps.
- 1Connect Tavily and Xero to Notis once through the portal.
- 2Create the automation in the portal or ask Notis for it conversationally.
- 3Use one instruction to summarize supplier research and check Xero contacts for likely existing records.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one supplier and confirm possible matches before proceeding.
Questions about this workflow
Will it approve a supplier?
No. It retrieves contact information and research for your review.
Can it add a vendor?
No. The available contact action retrieves records but does not create them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Tavily to Xero. A trigger fires from one place; an action lands in another.
Tavily triggers
Xero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Connections
Tool to list active xero connections. use when you need to retrieve all current tenant connections for the authenticated user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contacts
Tool to retrieve a list of contacts. use when you need up-to-date contact information with filtering, paging, or incremental updates.
Get Quotes
Tool to retrieve a list of quotes. use when you need to list, filter, or page through sales quotes. use after obtaining the tenant id via connections.
Update Invoice
Tool to update an existing invoice. use when you need to modify the details of an invoice after it's been created.
Connect any two apps with Notis in the middle.
Tavily and Xero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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