Apply partner detail changes to the right client record
Send corrected contact details to Notis and keep the matching proposal client record current.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Client
Updates an existing client record.
Why this helps
Partner detail changes can be easy to miss when they arrive outside the proposal workflow.
- Apply supplied corrections to a matching client record.
- Avoid re-entering updated partner details by hand.
- Flag uncertain matches or incomplete requests.
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 how to match the partner to a Bidsketch client and which supplied details it may update.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and verify the client details in Bidsketch.
Questions about this workflow
Does Adtraction trigger this automation directly?
No Adtraction trigger events are listed. A Notis webhook starts on an HTTP request, which must carry the updated details.
What if several clients match the request?
Have Notis flag the match as ambiguous and skip the update until it can be identified reliably.
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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