Prepare Clear Payment Status Follow-Up
Create a draft update for partner payment questions using the payment status information you provide or review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email Campaign
Creates an email campaign as a draft, or schedules it when requested.
Why this helps
Payment questions create avoidable follow-up work when status details are scattered or the explanation must be rewritten each time.
- Prepare consistent status updates for partner review.
- Use the payment information available for the chosen check.
- Keep the message as a draft until details are confirmed.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Brevo once in the Notis portal.
- 2Create an automation and instruct Notis to prepare a draft for partners needing a payment status update.
- 3Choose a recurring schedule trigger in the portal or tell Notis the cadence.
- 4Choose where Notis should send run reports.
- 5Test with one real payment status case and verify the details before using the draft.
Questions about this workflow
Will this workflow infer a payment date?
No. The draft should use only payment details that are available or explicitly provided.
Will the message go out to partners automatically?
No. This action creates a campaign draft, which you can review before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Brevo. A trigger fires from one place; an action lands in another.
Adtraction triggers
Brevo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create a company
Add a new company to your CRM.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contacts to List
Adds existing contacts to a single list using one identifier type.
Create or Update Email Template
Create or update an email template.
Create SMS Campaign
Create an SMS campaign.
Create Contact
Creates a contact, or updates a matching contact when explicitly enabled.
Delete a company
Delete a company.
Create Contact List
Creates a contact list within a specified folder.
Delete Contact
Delete a contact.
Connect any two apps with Notis in the middle.
Adtraction and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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