Respond to meaningful changes in partner results
Give proposal details a timely refresh when partner results cross a threshold 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
Meaningful changes in partner statistics may not reach the proposal that guides the next conversation.
- Watch for changes that meet your defined threshold.
- Revise a proposal with the relevant available context.
- Skip updates when there is no reliable baseline or match.
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.
- 3Tell Notis which statistics and change threshold matter, how to identify the proposal, and what may be revised.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example that includes a usable comparison, then review the change in Bidsketch.
Questions about this workflow
Can Notis detect a change without a prior value?
A change requires a baseline. If Adtraction does not provide one, supply it or have Notis report that the comparison cannot be made.
Can I control which proposal details are revised?
Yes. Specify the permitted details in the automation instruction and ask Notis to report any proposed changes.
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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