Keep Adtraction commission reconciliation on a recurring Salesforce task
Set a recurring reminder to compare the Adtraction commission records and reports your team has available, then capture discrepancies for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Reconciliation is easy to postpone when it has no regular place on the team's task list.
- Creates a recurring Salesforce reminder for reconciliation.
- Gives the task a consistent place in the team's workflow.
- Lets the team record discrepancies and follow-up in Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Notis to Salesforce once in the portal.
- 2Create an automation in Automations, New Automation, and name it for commission reconciliation.
- 3Tell Notis: create a Salesforce task reminding the team to reconcile Adtraction commissions and record any discrepancies for follow-up.
- 4Choose the notis_cron trigger and set the schedule, then select where run reports should go.
- 5Test with one real example and confirm the task gives a clear reconciliation instruction.
Questions about this workflow
Does this schedule pull commission data from Adtraction?
No. The schedule creates a reminder task. Your team reviews the Adtraction records or reports available to them.
Can the reminder run on a cadence we choose?
Yes. Select the recurring schedule when choosing the notis_cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Salesforce. A trigger fires from one place; an action lands in another.
Adtraction triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Adtraction and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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