See which partner opportunities need attention
Get a concise review of proposal pipeline and partner activity in one place.
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
A pipeline review can become a separate research task when affiliate activity and proposal status are not considered together.
- Summarize proposals and relevant partner activity together.
- Highlight follow-up candidates using criteria you define.
- Keep the report focused on decisions rather than raw lists.
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 which proposal and partner activity to include and the signals that should be highlighted.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real pipeline example and refine the report instruction if needed.
Questions about this workflow
Can the report rank opportunities?
Yes, if you provide ranking criteria and the needed data is available. Otherwise, Notis should state what information is missing.
Does this workflow update proposal status?
No. It retrieves proposal information and reports opportunities 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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