Turn campaign responses into Bidsketch proposal drafts
Give a strong campaign response a clear next step by preparing a proposal draft from the context your webhook provides.
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
A promising response can lose momentum while you gather the brief and start a proposal from scratch.
- Create a proposal draft from response and scope details supplied in the webhook.
- Carry campaign context into proposal preparation.
- Keep the proposal as a draft for review.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Bidsketch once in the Notis portal.
- 2Create an automation and describe how to draft a Bidsketch proposal from a campaign response, using only client and scope details in the webhook.
- 3Select the webhook trigger and choose where run reports should go.
- 4Test with one real response for a known client, then review the proposal draft and report.
Questions about this workflow
Will this workflow send the proposal?
No sending action is listed. The workflow creates a proposal, which you can review in Bidsketch.
What information must the webhook include?
Include enough context to identify the client and describe the proposal, such as the requested work and relevant campaign response. Notis cannot infer missing scope.
When this happens · Trigger
Do this · Action
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.
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.
ActiveTrail and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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