See campaign results and proposal status in one scheduled review
Bring campaign signals and your current proposal list into one concise review so you can decide what deserves attention next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Lists all proposals in the account.
Why this helps
Campaign reporting and proposal status live in separate places, making it harder to spot follow-up priorities.
- Summarize campaign results and the proposal list in one run report.
- Reduce app switching during a recurring pipeline review.
- Keep conclusions grounded in data each app returns.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Bidsketch once in the Notis portal.
- 2Create an automation and describe the campaign and proposal details you want summarized together.
- 3Choose a recurring schedule and where run reports should go.
- 4Test with one real campaign review and confirm the summary does not imply attribution the apps do not provide.
Questions about this workflow
Can this prove which campaign produced a proposal?
Only if the returned data includes a reliable link between a campaign and a proposal. Otherwise, the workflow can summarize both sources without claiming attribution.
Does the workflow change proposal records?
No. It retrieves the proposal list for the review; the listed action does not update proposal status.
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.