Check a client's proposal history during prospect research
Know what has already been proposed before deciding on the next move with a lead or account.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Client Proposals
Lists proposals for a specific client.
Why this helps
Without proposal history, you can repeat an offer or miss a useful next step.
- Make existing proposal context easier to find during prospect work.
- Reduce repeated or conflicting proposal efforts.
- Support a more informed follow-up decision.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Bidsketch once in Notis.
- 2Create an automation and describe the proposal-history lookup.
- 3Tell Notis to list proposals for the supplied Bidsketch client id and summarize relevant context alongside the available Aeroleads prospect details.
- 4Choose a webhook trigger and a report destination.
- 5Test with one client that has known proposal history.
Questions about this workflow
Does this create or update a proposal?
No. It retrieves proposals for the specified client and summarizes the returned information.
What must the request include?
Include the Bidsketch client id. Prospect context can also be included if available.
Will it know which proposal is relevant?
Not unless the instruction defines relevance and the returned proposal data contains the necessary information.
When this happens · Trigger
Do this · Action
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.
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.
Aeroleads and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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