Keep monthly subaccount usage visible
Set a schedule for reviewing a ClickSend subaccount's usage. Notis can retrieve statistics for the month and year you specify and deliver the results to your report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account Usage by Subaccount
Tool to retrieve account usage statistics by subaccount for a specific month and year. Use when you need to view usage breakdown across subaccounts for billing or monitoring purposes.
Why this helps
A useful usage review can slip when it depends on someone remembering to run it each month.
- Put a recurring usage review on a predictable schedule.
- See statistics for a chosen subaccount and period.
- Send results to a report channel you already check.
Setup
Build it in a few focused steps.
- 1Connect ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the monthly review.
- 3In one instruction, specify the subaccount, which month and year to review, and where to send the results.
- 4Pick the Notis cron trigger and choose a report channel.
- 5Test with one real usage check and confirm the report is readable.
Questions about this workflow
Can this check every subaccount?
This workflow checks the subaccount specified in the instruction. Create separate workflows if you need separate checks.
When does it run?
Choose the recurring schedule when you select the Notis cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to ClickSend. A trigger fires from one place; an action lands in another.
Agent mail triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Usage by Subaccount
Tool to retrieve account usage statistics by subaccount for a specific month and year. Use when you need to view usage breakdown across subaccounts for billing or monitoring purposes.
Webhook trigger
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Connect any two apps with Notis in the middle.
Agent mail and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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