Keep payout context with the customer record
Make relevant payout history easier to find during partner or customer conversations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add contact note
Adds a note to a contact.
Why this helps
Payout information can be hard to recall when the discussion happens in a separate customer record.
- Keep useful payout context near the contact
- Reduce cross tool searching
- Summarize only the data available to the connected source
Setup
Build it in a few focused steps.
- 1Connect Adtraction and ActiveCampaign once in the Notis portal.
- 2Create an automation and describe which payout details to summarize in a contact note.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one payout record that can be matched to a contact email.
Questions about this workflow
Will it include payment fields Adtraction does not expose?
No. The note can only use payout details available from the connected data.
How is the contact selected?
The action finds the contact using the email address supplied for the note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Active campaign. A trigger fires from one place; an action lands in another.
Adtraction triggers
Active campaign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contact note
Adds a note to a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Browse Session to Cart
Marks a browsing session as having added an item to the cart, creating the session if needed.
Add Contact to Automation
Enrolls an existing contact in an automation.
Add Secondary Contact to Deal
Adds a secondary contact to a deal.
Create Account
Creates a business or organization account.
Add contact to list
Adds a contact to a list.
Add Custom Field
Creates a custom contact field.
Create contact task
Creates a task associated with a contact.
Connect any two apps with Notis in the middle.
Adtraction and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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