Find order records that may need a fresh look
Use your team's definition of stale to bring older or unresolved CDR orders into a focused review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List records
Retrieves records from an airtable table, with options for filtering, sorting, pagination, and specifying returned fields.
Why this helps
Old records blend into a long list, making it difficult to tell which ones deserve another look.
- Focus attention on records that meet your chosen criteria.
- Make recurring cleanup easier to finish.
- Use the dates and statuses already present in the table.
Setup
Build it in a few focused steps.
- 1Connect Cdr platform and Airtable once in the Notis portal.
- 2Create an automation and tell Notis what makes an order record stale for your team.
- 3Name the Airtable table and identify the available dates or status details to review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test against one record you know should be surfaced.
Questions about this workflow
Can Notis infer when a record became stale?
Only if Airtable contains a relevant date or history, or you supply the needed baseline and criteria.
Does it delete stale orders?
No. This workflow lists matching records for review and does not delete them.
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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