See which ActiveCampaign clients have Bidsketch proposals on record
Spot contacts who may need a proposal record, without manually checking each client one by one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Client Proposals
Lists proposals for a specific client.
Why this helps
It takes repeated context switching to check whether the right clients already have proposal records in Bidsketch.
- Review proposal coverage for a defined set of contacts.
- Use client-level proposal retrieval instead of opening records one at a time.
- Flag missing or uncertain client matches for follow-up.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis which ActiveCampaign contacts to review, how to identify their Bidsketch client records, and to report clients with no proposals or uncertain matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Review one run and verify the client matching and gap list.
Questions about this workflow
Does this workflow create missing proposals?
No. It retrieves proposal lists for clients and reports gaps. Creating a proposal requires a separate instruction and the necessary proposal details.
What if contact and client names differ?
Include a reliable matching detail in the available records or instruct Notis to flag uncertain matches rather than treating them as confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Bidsketch. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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