Prepare campaign contacts for proposal work
Make a campaign contact ready for the next proposal conversation with a Bidsketch client record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Creates a new client record.
Why this helps
Manually re-entering campaign contact information adds friction right when a partner conversation is moving.
- Create client records from supplied campaign contact details.
- Avoid retyping contact information between tools.
- Flag incomplete requests for review.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis in one instruction which supplied campaign contacts qualify and how to handle incomplete details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm the client record in Bidsketch.
Questions about this workflow
Where does the request come from?
The Notis webhook is triggered by an HTTP request. The workflow assumes that the request carries the campaign contact details; no Adtraction trigger event is listed.
Will a partial contact request create a client?
Set your instruction to flag incomplete details for review. Notis should not invent missing client information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Bidsketch. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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