Review proposal details alongside related ActiveCampaign deal context
Check whether proposal details still reflect the deal handoff, and send uncertain comparisons to your review list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal
Retrieves details about a specific proposal.
Why this helps
It is easy to miss a changed deal detail when a proposal and its originating context live in different apps.
- Retrieve details for proposals you select or can reliably identify.
- Compare only against deal context available from ActiveCampaign.
- Flag stale, missing, or uncertain comparisons for human review.
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 how to identify the Bidsketch proposals to retrieve and how to compare their details with related ActiveCampaign deal context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Review one report and confirm that identified proposal and deal pairs are correct.
Questions about this workflow
Can this workflow change proposal content?
No. It retrieves proposal details and reports comparisons. Updating proposals requires the separate Update Proposal action and a clear instruction.
What if there is no reliable deal match?
Ask Notis to mark the proposal as unmatched and leave it for manual review.
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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