Make proposal updates from supplied performance context
Send current partner results with a request and update the proposal details you authorize.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Proposal
Updates the details of a specific proposal.
Why this helps
Performance-based proposal changes can stall when relevant figures and proposal records are in different places.
- Start a targeted update from an HTTP request.
- Apply only the proposal changes you specify.
- Keep missing or ambiguous information visible in the run report.
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, identify the proposal from the request and state which details may change based on supplied performance context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and review the resulting proposal changes in Bidsketch.
Questions about this workflow
Does this use an Adtraction trigger event?
No. No Adtraction trigger events are listed. The workflow starts from an HTTP request that must supply the relevant performance context.
What if the request does not identify a proposal clearly?
Instruct Notis to report the ambiguity and skip the update rather than choosing a proposal without a reliable match.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.