Make transaction review focused and traceable
Give the transactions that need attention a clear record and reason for review.
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
A long transaction list can hide the few records that need a closer look, while manual triage adds more work.
- Focus attention on transactions matching stated criteria.
- Preserve why each record was selected.
- Keep triage results available for follow-up.
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 assess supplied transactions against your explicit review criteria and create Dovetail data for selected records with the reason for selection.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real transaction batch and review both selected and unselected examples.
Questions about this workflow
Can Notis invent its own transaction risk rules?
Give it explicit criteria or a supplied flag to use. Without those, it can summarize the transactions but should not claim a record requires review.
Does triage modify Adtraction transactions?
No. It creates Dovetail research data for the selected records.
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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