Keep qualified partner contacts ready in Bidsketch
Turn the partner contacts you want to pursue into organized client records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Client
Creates a new client record.
Why this helps
Partner contact details and campaign context can be scattered across affiliate reporting and proposal tools.
- Create client records for partners that meet your stated criteria.
- Reduce repeated contact entry when preparing to pitch.
- Keep the selection logic explicit in a single automation instruction.
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 partners to consider and what to do when required client details are unavailable.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real partner record and check the resulting client in Bidsketch.
Questions about this workflow
Can I choose which Adtraction partners become clients?
Yes. State the qualifying criteria in your instruction, such as a performance threshold or partner category, when that information is available.
What if a partner record lacks client details?
Tell Notis to flag missing information in its run report rather than inventing details.
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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