Bring payment follow-up into your Braze campaign review
A recurring payment review can help connect customer engagement with the payment records your team needs to keep an eye on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Payments
Tool to retrieve payments list with optional filters. use after auth.
Why this helps
Payment checks can become another interruption when campaign and operational records need to be compared manually.
- Make payment review a predictable routine.
- Reduce manual searching across customer and payment records.
- Surface relevant records for human follow-up.
Setup
Build it in a few focused steps.
- 1Connect Braze and JobNimbus to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to create it conversationally.
- 3Write one prompt asking Notis to list JobNimbus payments on a schedule and identify those relevant to selected Braze campaign customers.
- 4Choose a recurring schedule and reporting channel, then validate the first results against real payment records.
Questions about this workflow
Does this collect or process payments?
No. It lists payment records for review and does not process payments.
Can it focus on a defined group of customers?
Describe the selected Braze campaign group in the prompt and test the matching with real records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Braze to Jobnimbus. A trigger fires from one place; an action lands in another.
Braze triggers
Jobnimbus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Location
Tool to create a new location in jobnimbus. use after gathering address and contact details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to retrieve a specific activity by its id. use after confirming the activity's jnid is valid.
Get Contact by ID
Tool to retrieve a contact by id. use after obtaining the contact’s jnid to fetch full details.
List Contacts
Tool to list all contacts. use when you need to fetch multiple contacts, e.g., for reporting or synchronization.
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Create Material Order
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Create Task
Tool to create a new task. use when scheduling or tracking tasks linked to contacts or jobs.
Create Workflow Status
Tool to create a new status in an existing workflow. use after confirming the workflow id to add specialized status entries like 'lead' or 'inspection'.
Connect any two apps with Notis in the middle.
Braze and Jobnimbus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Jobnimbus.