Keep the accounting context for ad expenses handy
A periodic field lookup gives you a practical reminder to review the accounting structure used when campaign costs are recorded.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch Custom Accounting Field
Tool for fetching a custom accounting field.
Why this helps
Expense categorization can drift when accounting conventions change and campaign reviews happen in another tool.
- Make accounting context easier to find during campaign reviews.
- Add a recurring check for categorization changes.
- Reduce avoidable backtracking during bookkeeping.
Setup
Build it in a few focused steps.
- 1Connect Pinterest Ads and Ramp to Notis once in the portal.
- 2Create an automation or ask Notis to fetch the relevant Ramp custom accounting field for your Pinterest Ads expense review.
- 3Pick a recurring schedule and choose a reporting channel.
- 4Test with one existing field and confirm it is the right accounting context.
Questions about this workflow
Does this create an accounting field?
No. It fetches an existing custom accounting field.
Can this decide the right accounting category?
It provides field context; you or your finance partner should decide and verify the correct treatment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pinterest Ads to Ramp. A trigger fires from one place; an action lands in another.
Pinterest Ads triggers
Ramp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Department
Tool for creating a new department in your ramp organization. perfect for setting up organizational structure and expense categorization.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create New Custom Accounting Field
Tool for creating a new custom accounting field. note: this operation requires elevated permissions not available in the demo api.
Fetch Custom Accounting Field
Tool for fetching a custom accounting field.
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Get My Cards
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Get My Transactions
Get my transactions.
Connect any two apps with Notis in the middle.
Pinterest Ads and Ramp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ramp.