Keep affiliate payout paperwork in view
Get a regular view of documents that may support your Adtraction commissions and partner payments.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List All Documents
Lists documents in the account.
Why this helps
Payout paperwork is easy to overlook when commission activity lives in Adtraction and documents live elsewhere.
- Review the documents in Docsumo on a regular schedule.
- Ask Notis to summarize relevant documents and flag records for follow-up.
- Keep document review alongside your affiliate operations.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe how Notis should review Docsumo documents in relation to your Adtraction payout work.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and review the run report.
Questions about this workflow
Does Adtraction start this workflow?
No. Adtraction has no listed trigger events, so this workflow starts on a schedule. It can use Adtraction as context where available.
Can it identify a specific payout document?
Notis can analyze the documents returned by Docsumo. Tell it which payout details matter, and supply any matching history or baseline that is not provided by the apps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Docsumo. A trigger fires from one place; an action lands in another.
Adtraction triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Table Row
Adds an empty row to the end of a database table.
Get User Document Types
Lists the user’s available document types and limits.
Create Folder
Creates a folder for organizing documents.
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Delete Table
Permanently deletes one or more database tables.
Get External Agents
Lists external agents configured for document or case processing.
Get Table Data
Retrieves all data from a specified database table.
Connect any two apps with Notis in the middle.
Adtraction and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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