Retire client records for confirmed inactive partners
Keep client records aligned with confirmed partner status, with clear criteria for consequential cleanup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Delete Client
Permanently deletes a client and all their proposals.
Why this helps
Inactive partner records can clutter proposal work, but removing the wrong client can also remove its proposals.
- Review partner status against criteria you explicitly define.
- Make removal decisions with a visible run report.
- Avoid treating uncertain or missing status as confirmation.
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, define what counts as confirmed inactivity, how to identify the matching client, and require a report before deletion when identity or status is uncertain.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the matching client and its proposals before enabling routine runs.
Questions about this workflow
What happens to proposals when a client is deleted?
The listed Bidsketch action deletes the client and all its proposals. Use explicit criteria and verify the matching client before allowing deletion.
Will the automation delete a client when partner status is unclear?
Your instruction should require Notis to report uncertainty and skip deletion when the status or client match is not confirmed.
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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