Connect payment activity to proposal follow-up
Use partner payment activity to decide which proposal conversation deserves attention next.
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
Payment activity can signal a new opportunity, but it is easy to overlook when proposal status is reviewed elsewhere.
- Review payments and proposal records in one run.
- Highlight potential follow-ups using your criteria.
- Receive a concise report for a quick next-step decision.
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.
- 3Describe the payment activity and proposal conditions that indicate a follow-up, including how to match partners to clients.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real payment and proposal example and review the recommendation.
Questions about this workflow
Does a payment automatically mean a new proposal is needed?
No. Define the conditions that indicate a follow-up and use the report to review the opportunity.
What if the partner cannot be matched to a proposal?
Ask Notis to report the unmatched record for review instead of guessing.
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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