Prepare payment records for reconciliation
Bring payment and transaction context into one review so reconciliation can start with less searching.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List records
Retrieves records from an airtable table, with options for filtering, sorting, pagination, and specifying returned fields.
Why this helps
Reconciliation slows down when payment and transaction details must be gathered from separate places.
- Gather relevant existing records for review.
- Reduce time spent finding supporting context.
- Make reconciliation easier to repeat.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list Airtable payment records and their related transaction context for the period you specify.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the records and period.
Questions about this workflow
Does it reconcile or change balances?
No. It lists existing records for review and does not calculate or alter financial balances.
What information does it need?
Ensure the payment and transaction records include the dates and identifiers needed for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Airtable. A trigger fires from one place; an action lands in another.
Adtraction triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Adtraction and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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