Bring subscription context into the account record
Ask Notis to review an account when needed, then update its Airtable record with customer and subscription details available in Baremetrics.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update multiple records
Updates multiple existing records in a specified airtable table; these updates are not performed atomically.
Why this helps
Account records lose value when subscription changes and customer context remain in a separate analytics tool.
- Keep account context closer to customer work
- Respond to an account review request as it happens
- Update only the relevant existing record
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 the account details to review, how to find its Airtable record, and which fields should be updated.
- 4Pick a webhook as the trigger and choose where run reports should go.
- 5Test with one real account request and verify the updated record.
Questions about this workflow
What if Notis cannot find a matching account?
Tell Notis to report the missing match for review instead of updating a different record.
Can it update fields that are not represented in Baremetrics?
Notis can update only with information available in Baremetrics or supplied in the webhook request. Ask it to leave unavailable details unchanged.
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.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
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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