Prepare target-reaching partners for a proposal
When a partner reaches your target, make the contact ready for a proposal conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Client
Creates a new client record.
Why this helps
Following up on a partner's strong results often means manually rebuilding contact context in another tool.
- Identify partners that meet your defined target.
- Create client records for qualified partner contacts.
- Report incomplete details so you can fill gaps promptly.
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.
- 3State the target a partner must reach, how to match existing clients, and what to do with incomplete contacts.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real partner that meets the target and check for duplicate or incomplete client records.
Questions about this workflow
Will this create a duplicate client if one already exists?
Tell Notis how to identify existing clients and to report uncertain matches instead of creating a possible duplicate.
Can the workflow choose the target for me?
Provide the target in your instruction. Notis should not assume your business threshold.
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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