Create Bidsketch proposals from ActiveMerge briefs
Move from generated brief to proposal draft without retyping the project context.
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 a generated brief into a proposal by hand creates extra work and can leave important context behind.
- Carry the brief's project context into a proposal draft.
- Reduce duplicate entry between document generation and proposal writing.
- Keep proposal creation tied to a deliberate webhook request.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Bidsketch once in the Notis portal.
- 2Create an automation and describe how a completed brief should become a proposal draft.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Have your ActiveMerge workflow or its connected backend send the brief and client context to the Notis webhook.
- 5Test with one real brief and review the resulting proposal in Bidsketch.
Questions about this workflow
Does ActiveMerge provide a native trigger for this workflow?
No. Start it with a Notis webhook, called by an ActiveMerge workflow or connected backend when the brief is ready.
Does this workflow send the proposal to a client?
No. It creates a Bidsketch proposal. Review it in Bidsketch before taking any next step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Bidsketch. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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