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Prepare partner follow-ups from the history you supply

Turn an agreed follow-up rule and available partner history into a review list.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Convert HTML to PDF

Converts HTML content into a PDF document.

Why this helps

Partner follow-ups get missed when no one has time to scan the full history for who needs attention.

  • Create a focused list from supplied partner history.
  • Keep the follow-up criteria explicit.
  • Make recurring partner reviews easier to start.

Setup

Build it in a few focused steps.

  • 1Connect Adtraction and Customjs once in the Notis portal.
  • 2Create an automation and describe the follow-up criteria and document to create from supplied history.
  • 3Pick a recurring schedule and choose where run reports go.
  • 4Test with real partner history that includes the dates or activity needed by your criteria.

Questions about this workflow

Can it know which partners are inactive?

Only if you provide activity history and define what inactive means for your program.

Will it contact partners?

No. The available action creates a PDF; it does not send messages.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adtraction to Customjs. A trigger fires from one place; an action lands in another.

Adtraction triggers

Customjs actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Authenticate CustomJS API Key

Validates an API key and retrieves workspace details and request limits.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Convert HTML to PDF

Converts HTML content into a PDF document.

ActionInstant

Convert HTML to PNG

Converts HTML into a PNG image.

ActionInstant

Merge multiple PDFs into one

Combines multiple PDF files into one PDF document.

ActionInstant

Run Puppeteer Script

Runs a browser script and captures a screenshot.

ActionInstant

Connect any two apps with Notis in the middle.

Adtraction and Customjs, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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