Review Adtraction partner follow-ups on schedule
Set a recurring nudge to revisit partner conversations before promising opportunities go quiet.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Partner follow-ups are easy to postpone when affiliate work competes with everything else.
- Create a dependable review point for partner conversations.
- Keep the next step visible in Close.
- Reduce reliance on remembering which partners need attention.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Close in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Close task to review outstanding partner follow-ups, using any Adtraction context provided to it.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real partner follow-up example.
Questions about this workflow
Does the schedule automatically read Adtraction's partner history?
The listed context does not define an Adtraction read action or trigger. The automation can use only information available to Notis, so provide any needed partner context.
Can the task guarantee a specific partner is overdue?
Only if the partner history or overdue status is supplied. Otherwise the task can prompt a general review, not verify which partner needs follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Close. A trigger fires from one place; an action lands in another.
Adtraction triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Adtraction and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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