Review your accounting options before coding ad costs
A scheduled options check can reduce guesswork when you revisit how campaign expenses should be categorized.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Options for Custom Accounting Field
Tool for listing options for a given accounting field.
Why this helps
A long gap between campaign work and bookkeeping makes it easy to forget which accounting option is appropriate.
- See available options during a recurring finance review.
- Make categorization decisions with current context.
- Reduce the memory burden of recalling the right accounting choice.
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 retrieve options for the Ramp accounting field used in your Pinterest Ads expense review.
- 3Set a recurring schedule and a channel for run reports.
- 4Test with the intended field and confirm the returned options fit your review.
Questions about this workflow
Does this upload or change options?
No. This action lists options for an accounting field.
Does the result determine how an expense should be coded?
No. Use the options as context and confirm the appropriate coding with your accounting process.
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.
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Webhook trigger
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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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No card. Works with personal or business Ramp.