Keep important partner transactions connected to their context
Capture selected transaction details with a short explanation your team can understand later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Data
Creates a research data item in a project.
Why this helps
Transaction details lose meaning when they are saved without the context that made them worth reviewing.
- Preserve relevant transaction details for research.
- Include a reason for review with the captured item.
- Avoid manually re-entering selected transaction context.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to create Dovetail data for each supplied transaction that meets your stated review criteria and explain why it was captured.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real transaction and confirm the instruction selects and describes it as intended.
Questions about this workflow
Can I configure a filter in the setup screen?
No. Describe the selection criteria in the automation instruction. Notis evaluates the supplied transaction details against that request.
Can Notis use transaction history to decide what is relevant?
Only if the history is available in the input or accessible data. Provide any needed context that Adtraction does not return with the transaction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Dovetail. A trigger fires from one place; an action lands in another.
Adtraction triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Create a channel to organize and collect feedback.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Create a new contact.
Create Data Point
Record and classify a data point in a channel.
Create Data
Creates a research data item in a project.
Create Insight
Save a research insight, optionally linking it to a project.
Create Topic
Create a topic in a channel to organize feedback.
Create Doc
Creates a document in a project; its content is stored but not returned.
Delete Channel
Move a channel to the project trash, where it can be restored for 30 days.
Connect any two apps with Notis in the middle.
Adtraction and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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