Move interested Aeroleads replies into proposal drafting
Give a promising reply a clear next step by turning its supplied context into a proposal draft.
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
Interested replies can lose momentum when they require a manual handoff before proposal work begins.
- Reduce delay between a positive response and proposal preparation.
- Carry reply context into the proposal brief.
- Draft only when the response and supplied project details support a next step.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Bidsketch once in Notis.
- 2Create an automation and describe the reply-to-proposal outcome.
- 3Tell Notis to create a Bidsketch draft only when the supplied outreach reply indicates interest and includes enough client and project context.
- 4Choose a webhook trigger and a report destination.
- 5Test with one real reply and review the proposal draft.
Questions about this workflow
Does this workflow send a proposal or reply to the prospect?
No. It creates a proposal draft in Bidsketch for review.
How does it know a reply indicates interest?
Describe the intent signals in your instruction and supply the reply text or an explicit classification in the webhook request.
What if the reply lacks project scope?
The workflow should skip drafting or request more context. It should not invent scope or pricing.
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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