See which transaction records need a follow-up
Use your existing Airtable transaction history to bring older unresolved items back into view.
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
Unresolved transaction items can slip down the list while newer work keeps arriving.
- Bring older unresolved records back to attention.
- Focus reviews on existing transaction history.
- Reduce dropped follow-ups.
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 find Airtable transaction records older than the age you specify that still meet your unresolved criteria.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the records it identifies.
Questions about this workflow
Where does the age threshold come from?
Supply the threshold in your instruction, and make sure the Airtable records include a usable date and status.
Does this change the records?
No. This workflow lists records for review; it does not update them.
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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