Make partner payment questions easier to close
Give unresolved commission questions a callback request and the record context your team needs to respond.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create callback
Queues a callback request for an agent at a call center to handle.
Why this helps
Payment questions can linger when they require a call but have no clear follow-up owner or reminder.
- Bring unresolved payment questions into a calling workflow.
- Give each callback a concise reason for the conversation.
- Reduce repeated searches through transaction and commission records.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dialpad once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to review available Adtraction commission or payment records and request callbacks for partner questions that meet your stated criteria.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one real payment question and confirm a usable phone number and call center are available.
Questions about this workflow
Can Notis identify an unpaid or disputed commission?
Only if Adtraction provides the relevant payment status or dispute information to the workflow. Specify the criteria in your prompt and test against a real record.
What is needed to create a callback?
The workflow needs a partner phone number and a Dialpad call center suitable for the callback request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Dialpad. A trigger fires from one place; an action lands in another.
Adtraction triggers
Dialpad actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Access control policies listing
View a company's access control policies.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Adtraction and Dialpad, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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