Create a Bidsketch proposal from an AccuLynx lead
Move a qualified lead toward a proposal without re-entering its details by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Proposal
Creates a proposal for a client.
Why this helps
Copying lead and project information between systems creates extra work and leaves room for proposal details to be missed.
- Create a proposal draft from lead details included in the webhook request.
- Reduce manual re-entry between lead management and proposal writing.
- Keep the proposal process moving with a clear starting point.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe how Notis should use the lead and project details in the request to create a Bidsketch proposal draft.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real AccuLynx lead sent to the webhook.
Questions about this workflow
Does AccuLynx provide a trigger event for this workflow?
No AccuLynx trigger events are listed here. The workflow starts when an HTTP request is sent to the Notis webhook.
What information should the request include?
Include the lead and project details needed to prepare the proposal. Notis can only use information present in the request or returned by connected apps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Bidsketch. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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