Start a Bidsketch proposal after address verification
Once a client's address is checked, pass the project brief to Notis and get a Bidsketch proposal started while the conversation is still fresh.
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
Client details and project context often arrive in separate steps, making it easy to postpone proposal drafting or lose track of what is ready.
- Move from verified client details to proposal drafting with fewer handoffs.
- Keep the project brief close to the client record.
- Make proposal preparation part of the intake process.
Setup
Build it in a few focused steps.
- 1Connect Addresszen and Bidsketch once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3Instruct Notis to create a Bidsketch proposal only when the webhook includes the client identifier and the project details needed for the proposal.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real request and review the proposal in Bidsketch.
Questions about this workflow
Does address verification alone provide enough information for a proposal?
Usually not. The request must also include the client identifier and the proposal details you want Notis to use, such as a name and description.
Does this workflow send the proposal to the client?
No. The selected action creates a proposal. Sending or following up would require a separate supported action and workflow.
How does the webhook start?
An HTTP request starts it. Your Addresszen-connected tool or backend should send that request after its address check and when the proposal details are ready.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Bidsketch. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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