See proposal follow-up opportunities in context
Bring proposal status and affiliate results into one focused review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Lists all proposals in the account.
Why this helps
It is easy to miss a useful follow-up when proposal status and partner performance live in separate tools.
- Review proposal records with relevant Adtraction partner context.
- Get a concise list of possible follow-up opportunities.
- Keep decisions grounded in data available from the connected accounts.
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, describe which proposal statuses and partner results to review and how to summarize possible follow-ups.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real proposal and partner example, then check the report for missing context.
Questions about this workflow
Can Notis determine why a partner has not responded?
No. It can summarize available proposal and partner data, but reasons that are not present in those records must be supplied separately.
Does this workflow change proposal records?
No. It retrieves proposals and reports review findings.
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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