Turn a payment milestone into a next-step proposal
When a partner reaches a meaningful milestone, prepare a proposal for the next stage of collaboration.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Proposal
Creates a proposal for a client.
Why this helps
A positive payment or commission milestone can pass without prompting a structured next-step conversation.
- Review payment records using criteria you define.
- Prepare a next-step proposal for a qualifying partner.
- Keep proposed scope and pricing subject to your review.
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 milestone that should qualify and what proposal to draft; specify any pricing or scope information Notis must flag as missing.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real payment and partner example, then review the draft proposal.
Questions about this workflow
Can Notis choose a suitable payment threshold?
Provide the threshold or criteria in the instruction. Notis should not assume what qualifies as a milestone.
Will the proposal contain guaranteed pricing?
Only include pricing supplied by you or reliably available in the connected data. Otherwise, have Notis flag it for your review.
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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