Connect ActiveTrail to Bidsketch

When something happens in ActiveTrail, Notis takes the next step in Bidsketch. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from ActiveTrail to Bidsketch

View example

Turn an ActiveTrail qualified lead into a Bidsketch client

Use a webhook carrying a qualified ActiveTrail contact to create a client record in Bidsketch.

View example

Draft a Bidsketch proposal from an ActiveTrail campaign response

Use a webhook with campaign response context to create a proposal draft for an existing Bidsketch client.

View example

Refresh Bidsketch client details from an ActiveTrail contact update

Use a webhook carrying corrected contact details to update the matching Bidsketch client.

View example

Review an ActiveTrail contact list for new Bidsketch clients

On a schedule, review an ActiveTrail contact list and create Bidsketch clients for contacts that meet your stated criteria.

View example

Review ActiveTrail campaign results for proposal opportunities

On a schedule, analyze available ActiveTrail campaign results and draft Bidsketch proposals only when the needed client and scope context is available.

View example

Review campaign performance alongside the Bidsketch proposal pipeline

On a schedule, summarize available ActiveTrail campaign results with the current Bidsketch proposal list for a compact review.

Supported Triggers and Actions

Notis builds workflows that link ActiveTrail to Bidsketch. A trigger fires from one place; an action lands in another.

ActiveTrail triggers

Bidsketch actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Creates a new client record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Client

Permanently deletes a client and all their proposals.

ActionInstant

Create Proposal

Creates a proposal for a client.

ActionInstant

Delete Fee

Deletes a saved fee.

ActionInstant

Delete Proposal

Deletes a proposal and all its content.

ActionInstant

Delete Proposal Fee

Deletes a fee from a proposal.

ActionInstant

Delete Proposal Section

Deletes a section from a proposal.

ActionInstant

Delete Section

Permanently deletes a saved section.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.