Create a Bidsketch proposal from an ActiveCampaign deal handoff
Turn a deal handoff into a proposal draft with the client, scope, and context already in view.
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
Proposal preparation stalls when deal context is scattered across fields and someone has to rebuild it in another tool.
- Start proposal preparation from a deliberate webhook handoff.
- Use scope and client details supplied with the request.
- Avoid treating an incomplete deal record as a ready proposal.
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 to create a Bidsketch proposal only when the webhook includes the client identity, proposal name, and scope details you require.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real ready-to-propose deal and review the resulting proposal details.
Questions about this workflow
Will the workflow invent a scope from a deal name?
No. The prompt should require scope details in the webhook or identify them as missing, so an incomplete handoff is not treated as a complete brief.
Does this workflow send the proposal?
It creates a proposal using the listed Create Proposal action. No proposal sending action is listed.
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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