Review your Bidsketch proposals with ActiveCampaign deal context
See the proposal list alongside related deal context, with unclear matches called out for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Lists all proposals in the account.
Why this helps
Proposal and deal updates live in separate places, making it harder to tell what needs attention during a pipeline review.
- Bring proposal records into a recurring review.
- Use available ActiveCampaign deal context to identify possible mismatches.
- Surface uncertain client or deal matches 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 to retrieve Bidsketch proposals, compare them with related ActiveCampaign deal context when a reliable match exists, and report uncertain or missing matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Review one run and confirm the match criteria and report are useful.
Questions about this workflow
Does this workflow update proposal statuses?
No. It retrieves proposals and reports on available deal context. The listed events do not include a proposal status update action for this review.
What happens when a proposal cannot be matched to a deal?
Ask Notis to flag it as unmatched instead of guessing, so you can review the record manually.
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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