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Notis

Put expansion signals into a practical review queue

Notis can scan available subscription analytics and group accounts with expansion signals into Airtable for a deliberate next step.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create multiple records

Creates multiple new records in a specified airtable table.

Why this helps

Potential upgrades can stay buried in subscription analytics while the team is busy with today's work.

  • Review multiple accounts together
  • Bring relevant subscription context into Airtable
  • Give potential expansion a clear owner and next step

Setup

Build it in a few focused steps.

  • 1Connect Baremetrics and Airtable once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
  • 3Describe which expansion signals matter and what information to include in each Airtable review record.
  • 4Pick a recurring schedule as the trigger and choose where run reports should go.
  • 5Test with one real Baremetrics example and inspect the created records.

Questions about this workflow

What counts as an expansion signal?

Specify the signals you want Notis to look for, such as a change in recurring revenue or subscription activity. Notis should use only data available from Baremetrics.

Will Notis create duplicate records each time?

Tell Notis how to check for an existing account review before creating a record. The workflow depends on the identifying information available in Baremetrics and Airtable.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Baremetrics to Airtable. A trigger fires from one place; an action lands in another.

Baremetrics triggers

Airtable actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create base

Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Comment

Creates a new comment on a specific record within an airtable base and table.

ActionInstant

Create Field

Creates a new field within a specified table in an airtable base.

ActionInstant

Create multiple records

Creates multiple new records in a specified airtable table.

ActionInstant

Create a record

Creates a new record in a specified airtable table; field values must conform to the table's column types.

ActionInstant

Create table

Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.

ActionInstant

Delete Comment

Deletes an existing comment from a specified record in an airtable table.

ActionInstant

Delete multiple records

Deletes up to 10 specified records from a table within an airtable base.

ActionInstant

Connect any two apps with Notis in the middle.

Baremetrics and Airtable, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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