Catch document contact imports that need follow-up
Have Notis check Doppler task records regularly and call out imports that appear to need another look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Accounts Tasks
Retrieves paginated active and inactive tasks linked to an account.
Why this helps
Asynchronous imports can finish later, leaving busy teams unsure whether a document contact batch needs attention.
- Keep import task review on a regular cadence.
- Surface task statuses for follow-up without manual checking.
- Use task data rather than assuming an import completed.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Doppler marketing automation once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3Describe which account tasks to review and how to identify imports related to document batches.
- 4Choose a recurring Notis schedule and a channel for run reports.
- 5Test with an account that has a known import task and verify the status shown.
Questions about this workflow
Does this action return task details?
Yes. It retrieves a paginated collection of tasks linked to a specified account, with status filtering.
Can it retrieve import errors too?
The task list action reports task details. Use its findings to decide whether a separate import error lookup is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Doppler marketing automation. A trigger fires from one place; an action lands in another.
Affinda triggers
Doppler marketing automation actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Subscriber
Add a subscriber to a list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a subscriber list for an account.
Check Subscriber Exists
Checks whether a subscriber exists in an account.
Delete List
Permanently delete a subscriber list.
Create Account Subscriber
Creates or associates a subscriber with an account, optionally adding them to lists.
Get Campaigns
Retrieve all campaigns associated with an account.
Unsubscribe Subscriber
Unsubscribes a subscriber; if absent, adds them to the account as unsubscribed.
Get List
Retrieve details of a subscriber list.
Connect any two apps with Notis in the middle.
Affinda and Doppler marketing automation, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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