Keep payment reconciliation notes together
Gather the payment details you provide into a monthly reference your team can revisit.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document in Vault
Create a document in a project vault.
Why this helps
Reconciliation notes are difficult to reuse when each review starts from scattered information.
- Create a repeatable monthly record.
- Keep supplied payment context together.
- Make open reconciliation questions visible.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis how to organize supplied payment details and flag unresolved questions.
- 4Pick the notis_cron trigger, set the monthly schedule, and choose where run reports go.
- 5Test with one real reconciliation example.
Questions about this workflow
Will Notis reconcile payments by itself?
It can organize available information and surface apparent questions. Verify the records and calculations before relying on them.
What if payment information is not available automatically?
Provide the details needed for the scheduled run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Basecamp. A trigger fires from one place; an action lands in another.
Adtraction triggers
Basecamp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete To-Do
Mark a to-do as complete.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card in Column
Add a new card to a card table column.
Create Step in Card
Add a step to an existing card.
Create Chatbot
Add a chatbot to a chat room.
Create Chatbot Line
Post a message to a chat as a chatbot.
Create Document in Vault
Create a document in a project vault.
Create Project from Template
Start creating a project from a template in the background.
Create To-Do (Deprecated)
Add a to-do to a to-do list.
Connect any two apps with Notis in the middle.
Adtraction and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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