Keep churn risk visible and current
Give the team a focused list of accounts that need retention attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update multiple records
Updates multiple existing records in a specified airtable table; these updates are not performed atomically.
Why this helps
Churn risk becomes stale when account signals are reviewed only in dashboards.
- Prioritize retention work
- Keep risk records current
- Reduce missed warning signs
Setup
Build it in a few focused steps.
- 1Connect ChartMogul and Airtable in Notis once.
- 2Create an automation that updates churn risk records from ChartMogul signals.
- 3Pick a recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one known risk account.
Questions about this workflow
Can I define the risk criteria?
Yes, include the signals or thresholds you want Notis to use.
Can it update many accounts?
Yes, it can update multiple existing Airtable records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ChartMogul to Airtable. A trigger fires from one place; an action lands in another.
ChartMogul 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.
ChartMogul and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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