Move verified inquiries into proposal drafts
Notis checks the inquiry's contact details and uses its supplied scope to start a proposal in Bidsketch.
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 inquiry can lose momentum while you verify details and assemble the first proposal draft by hand.
- Start proposal drafting from an incoming request.
- Keep proposals tied to inquiries with usable contact details.
- Send incomplete or unclear scope to review instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Ask Notis to verify the inquiry's contact details and create a Bidsketch proposal only when the request contains a clear scope and required proposal information.
- 4Choose the webhook trigger and the report channel.
- 5Test with one real inquiry that includes a scope and contact details.
Questions about this workflow
Does this workflow invent proposal scope?
No. Provide the scope and proposal details in the incoming request. Instruct Notis to route unclear or incomplete requests for review.
What does Addressfinder check?
It can verify submitted addresses and validate email or phone details before Notis creates the proposal.
Does this send the proposal to the client?
The selected action creates a proposal. Sending or follow-up actions are not included in this workflow.
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
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