Find proposal opportunities in ActiveTrail campaign results
Turn campaign analysis into focused proposal work by asking Notis to surface opportunities with enough context for a useful draft.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Proposal
Creates a proposal for a client.
Why this helps
Campaign results are easy to review and forget, especially when turning a signal into a proposal takes several steps.
- Review available campaign results on a schedule you choose.
- Draft proposals only when client and scope details are available.
- Report promising signals that need more information before a draft can be created.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Bidsketch once in the Notis portal.
- 2Create an automation and describe which campaign results merit a proposal draft and what client and scope details are required.
- 3Choose a recurring schedule and where run reports should go.
- 4Test against one real campaign result and review the draft or missing-information report.
Questions about this workflow
Can campaign results alone provide proposal scope?
Not necessarily. If the available results do not include client identity and scope, provide those details through your process or have Notis report the opportunity for review.
Will a proposal be sent to the prospect?
No. The listed action creates a proposal; it does not send or follow up with the recipient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Bidsketch. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Permanently deletes a client and all their proposals.
Create Proposal
Creates a proposal for a client.
Delete Fee
Deletes a saved fee.
Delete Proposal
Deletes a proposal and all its content.
Delete Proposal Fee
Deletes a fee from a proposal.
Delete Proposal Section
Deletes a section from a proposal.
Delete Section
Permanently deletes a saved section.
Connect any two apps with Notis in the middle.
ActiveTrail and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.