Turn a verified lead queue into proposal drafts
Notis can review a scoped lead queue on your schedule and create Bidsketch proposals for requests ready to move forward.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Proposal
Creates a proposal for a client.
Why this helps
Proposal work gets delayed when leads are scattered across a queue and each one needs contact checks before drafting.
- Review a supplied queue without reopening each lead manually.
- Verify contact details before proposal creation.
- Keep incomplete scope visible for follow-up instead of making assumptions.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Bidsketch once in the Notis portal.
- 2Make the scoped lead queue available to Notis through connected context or include its location in the instruction.
- 3Create an automation and ask Notis to verify lead contact details and create proposals only for records with a clear scope and required information.
- 4Choose a recurring schedule and a report channel.
- 5Test with one real queue item and review the created proposal.
Questions about this workflow
Where does the lead queue come from?
The queue must already be available to Notis through connected context or be identified in the instruction. No queue integration is implied here.
What makes a lead ready for a proposal?
Specify the scope and required proposal details in your instruction. Notis should report records that do not meet those criteria.
Will proposals be sent automatically?
No. This workflow creates proposals in Bidsketch; it does not send them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Bidsketch. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.