Add ad evidence to an existing proposal
Give a proposal a concise section that explains the ad findings behind the recommended work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Proposal Section
Adds a new opening or closing section to a proposal.
Why this helps
Important research can stay buried in a report instead of being visible where the client evaluates the proposal.
- Put relevant ad findings into the proposal structure.
- Make the rationale easier to review alongside the offer.
- Avoid changing unrelated proposal details.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Bidsketch once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis the automation name and prompt from any channel.
- 3In one instruction, ask Notis to confirm the identified proposal and add an opening or closing section based only on the supplied Adyntel findings.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one proposal and a real set of findings, then review the new section.
Questions about this workflow
Which type of section can it add?
The action supports creating an opening or closing proposal section. Specify which one in the instruction.
Will it create a section if the proposal is unclear?
The instruction should have Notis flag an unclear proposal identity rather than create a section on a guessed proposal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Bidsketch. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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