Keep partner client details current
Reduce stale contact and company information across your partner proposal workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Client
Updates an existing client record.
Why this helps
Outdated client details create avoidable cleanup when it is time to draft a proposal or follow up.
- Refresh selected client details using available partner records.
- Keep updates within the scope you state in the instruction.
- Report conflicts or missing matches for 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.
- 3Tell Notis how to identify the matching client and which details it may update from Adtraction.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real partner and client example, then review the changed client details.
Questions about this workflow
What if the partner cannot be matched to a Bidsketch client?
Tell Notis to report unmatched or ambiguous records instead of choosing a client by guesswork.
Can this update details Adtraction does not provide?
No. Any missing information must be supplied separately or left unchanged and flagged.
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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