Use conversion trends to keep proposals relevant
Bring meaningful changes in partner conversions into the proposal that supports your next step.
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
Conversion patterns can change while proposal assumptions remain untouched.
- Review conversion changes against a baseline you provide or the source data supplies.
- Update only the proposal details you authorize.
- Flag missing comparison data before making changes.
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.
- 3Specify the conversion trend and baseline to use, how to identify the proposal, and which details may be updated.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real comparison period and review the proposal update.
Questions about this workflow
Can the workflow infer a conversion trend from one period?
No. A trend needs comparable periods or another baseline. Supply it if it is not available in the source data.
Will Notis revise proposal terms automatically?
Only the details you explicitly authorize in the instruction should be updated.
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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