Turn qualified company research into a ready-to-send invoice
Send a vetted account into Notis and have Poof prepare the invoice while the sales conversation is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Fiat Invoice
Create a fiat currency invoice for payment collection. Generates an invoice for collecting payments in traditional currencies via payment processors like PayPal, Stripe, Square, Cash App, etc. Returns a checkout URL for customer payment.
Why this helps
Promising accounts can stall when invoice creation gets pushed behind research and follow-up.
- Reduce the gap between qualification and billing preparation.
- Keep company context available when Notis creates the invoice.
- Review the returned checkout URL before sharing it.
Setup
Build it in a few focused steps.
- 1Connect The Companies API and Poof to Notis once through the portal.
- 2Create an automation in the portal and give it a name.
- 3Use one plain-language prompt: when my research system sends a company marked ready to buy, use its billing details to create a fiat invoice in Poof and report the checkout URL.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Send one real, approved account through the webhook and review the invoice details.
Questions about this workflow
Does The Companies API trigger this automation?
No. The Companies API has no trigger events in this setup. Your research process sends a request to a Notis webhook when an account is ready.
Does the invoice go to the customer automatically?
The action creates an invoice and returns a checkout URL. Review the details and decide how to share it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link The Companies API to Poof. A trigger fires from one place; an action lands in another.
The Companies API triggers
Poof actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Connect any two apps with Notis in the middle.
The Companies API and Poof, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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