Turn a campaign request into a proposal draft
Send campaign context to Notis and get a Bidsketch proposal draft ready for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Proposal
Creates a proposal for a client.
Why this helps
A campaign opportunity can lose momentum while its details are copied into a proposal by hand.
- Start proposal drafting from an incoming HTTP request.
- Carry supplied campaign details into a proposal draft.
- Flag missing inputs rather than filling gaps with assumptions.
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.
- 3In one instruction, explain how to turn the incoming request details into a proposal and what to do when key information is absent.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example request and review the created proposal in Bidsketch.
Questions about this workflow
Does Adtraction provide a trigger event for this workflow?
No Adtraction trigger event is listed here. The Notis webhook starts when an HTTP request is sent to its endpoint; the request must supply the campaign context.
Does the workflow send the proposal?
No. It creates a proposal for review in Bidsketch.
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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