Review partner proposals without losing the performance context
See the proposals associated with a partner alongside the results that may inform your next move.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Client Proposals
Lists proposals for a specific client.
Why this helps
A partner's proposal history and performance are easy to review separately and hard to consider together.
- Retrieve proposals for selected Bidsketch clients.
- Summarize their status with available Adtraction results.
- Make it easier to choose a concrete next step.
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, explain how to identify partner clients and what proposal and performance details to summarize.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client and partner example and review the summary.
Questions about this workflow
Can the workflow find proposals without identifying the client?
It needs a reliable client match. Tell Notis how to match the partner to a Bidsketch client, and have it flag ambiguity.
Will it change proposals?
No. It retrieves a client's proposals and summarizes available context.
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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