A clear transaction summary from Adtraction
Prepare a transaction snapshot for your chosen review period in a document that is easy to revisit.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Transaction activity can be difficult to review quickly when you need a clean summary for a planning session.
- Gather transaction activity into one snapshot.
- Make transaction review easier to scan.
- Keep period-based summaries for reference.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to summarize available Adtraction transactions for the period and create a PDF with DocRaptor.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real example and check the included period and available transaction details.
Questions about this workflow
Can I choose the transaction period?
Yes. State the period you want in the automation instruction, such as the previous week or month.
Will the document include fields Adtraction does not provide?
No. Notis can only use transaction details available from Adtraction or information you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to DocRaptor. A trigger fires from one place; an action lands in another.
Adtraction triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Adtraction and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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