See relevant purchase history before deciding
Send a purchase context request and have Notis find related records your team has already logged in Airtable.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List records
Retrieves records from an airtable table, with options for filtering, sorting, pagination, and specifying returned fields.
Why this helps
A new purchase decision can repeat old research when no one checks the history before moving ahead.
- Bring relevant prior records into the decision moment.
- Reduce repeated searches across old tracking data.
- Keep purchase planning connected to recorded history.
Setup
Build it in a few focused steps.
- 1Connect Cdr platform and Airtable once in the Notis portal.
- 2Create an automation and tell Notis to find Airtable purchase records relevant to a supplied decision context.
- 3Name the Airtable table and describe which available details make a record relevant.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real purchase context and known prior record.
Questions about this workflow
Does this place the purchase?
No. The Airtable action searches existing records. It does not purchase services or create a Cdr platform order.
Can it find a prior record if there is no matching detail?
It can only search using context and data available in the request and Airtable records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cdr platform to Airtable. A trigger fires from one place; an action lands in another.
Cdr platform 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.
Cdr platform and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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