Connect Aeroleads to Bidsketch

When something happens in Aeroleads, 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

Build an automation Browse examples

Examples

Ways Notis can move work from Aeroleads to Bidsketch

View example

Turn an enriched prospect into a Bidsketch client

Create a Bidsketch client when an Aeroleads lead is enriched and ready for a proposal.

View example

Draft a proposal for a researched Aeroleads prospect

Start a Bidsketch proposal for a qualified lead using prospect and offer details supplied to Notis.

View example

Refresh Bidsketch client details from new enrichment

Update an existing Bidsketch client when Aeroleads returns newer contact information.

View example

Create client records from a weekly qualified lead list

On a schedule, review an Aeroleads lead list and create Bidsketch clients for prospects that meet your criteria.

View example

Prepare proposal drafts from a monthly prospect review

Review Aeroleads opportunities on a schedule and draft Bidsketch proposals for prospects with supplied project context.

View example

Check the Bidsketch client before prospect follow-up

Look up an identified Bidsketch client when an Aeroleads prospect is ready for a follow-up decision.

View example

Review proposal activity alongside Aeroleads prospects

On a schedule, retrieve Bidsketch proposals and summarize their statuses against the prospect context available from Aeroleads.

View example

Turn an Aeroleads outreach reply into a proposal draft

When an outreach response signals buying intent, draft a Bidsketch proposal using the supplied reply and project context.

View example

See existing proposals before pursuing an enriched lead

Retrieve proposals for a known Bidsketch client when an Aeroleads prospect handoff needs account context.

Supported Triggers and Actions

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

Aeroleads 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.