Give rising partners a clear growth proposal
Turn sustained partner results into a thoughtful proposal for what comes next.
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 strong partner relationship may be ready to grow, but the next proposal can sit unwritten among day-to-day tasks.
- Use growth criteria you set to identify potential expansion opportunities.
- Prepare a tailored proposal draft in Bidsketch.
- Keep scope, pricing, and next steps open for 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 partner growth criteria and the type of expanded collaboration to propose; specify what missing scope or pricing information to flag.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real partner example and review the proposal draft in Bidsketch.
Questions about this workflow
Can Notis decide what expanded services to offer?
Describe the collaboration options you want considered. Notis should flag missing scope or pricing rather than inventing commitments.
Does this send the proposal to the partner?
No. It creates a Bidsketch proposal draft 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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No card. Works with personal or business Bidsketch.