Review Bidsketch proposals for an Adrapid named client
Give a campaign handoff a focused proposal view for the client it names.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Client Proposals
Lists proposals for a specific client.
Why this helps
Reviewers lose time switching between a campaign handoff and a client's proposal history.
- Focus review on one confirmed client
- Surface proposal history for handoff decisions
- Reduce repeated account searches
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Bidsketch once.
- 2Create a scheduled automation and state that the supplied Adrapid payload contains the exact client ID plus the review question.
- 3Choose the recurring schedule and provide the current payload at each run.
- 4Select a report channel, test with one client handoff, and verify the returned proposal list.
Questions about this workflow
Can the workflow search by an Adrapid client name?
No. Supply the exact Bidsketch client ID required by the action.
What does the action return?
It lists proposals for that specific client. Any interpretation must use the returned records and the supplied review question.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Bidsketch. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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