Keep Transaction Milestones in the Customer Timeline
Give the team a short record of important partner activity on the customer they are serving.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Important transaction changes are easy to miss when they remain in a separate affiliate platform.
- Make significant transaction updates easier to find.
- Keep a concise history alongside the customer record.
- Reduce manual follow-up to copy status changes.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to add a brief note for the milestone and customer ID supplied in each webhook.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with a real milestone event and a valid Ascora entity ID.
Questions about this workflow
Can it record every transaction change?
It can process each webhook sent to the configured trigger. The source event details and delivery behavior depend on the webhook setup.
Can it add notes without a customer ID?
No. Create Note requires a valid Ascora entity ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Ascora. A trigger fires from one place; an action lands in another.
Adtraction triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Adds a note to an entity using its valid system ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Create a new quotation or enquiry for a customer.
Create or Update Contact
Creates or updates a customer contact.
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Get Customers
Retrieve all customers.
Create or Update Supplier
Creates a supplier or updates an existing supplier’s details.
Get Jobs
Retrieve a list of jobs.
Delete Customer
Deletes a customer after confirming the customer exists.
Connect any two apps with Notis in the middle.
Adtraction and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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