Keep commission details aligned with partner proposals
Make commission-related proposal updates when confirmed data matches the rule you set.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Proposal
Updates the details of a specific proposal.
Why this helps
A proposal can retain outdated commission context after partner terms or reported amounts change.
- Use confirmed commission data as a trigger for a proposal review.
- Apply only the changes you specify.
- Report missing terms or unclear matches before proceeding.
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.
- 3Define the commission change that qualifies, the proposal match rule, and the proposal details Notis may update.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real commission update and verify the changed proposal details.
Questions about this workflow
Does a commission amount tell Notis what proposal terms to use?
Not necessarily. Specify the intended terms or have Notis flag missing terms for your review.
What if the update cannot be tied to one proposal?
The instruction should require an ambiguity report and skip the update when the proposal match is unclear.
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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