Review proposal activity with prospect context
Get a concise view of proposal activity and the prospect details that help you decide what deserves attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Lists all proposals in the account.
Why this helps
Proposal status and prospect research can be scattered across separate tools and review sessions.
- Bring proposal activity into a repeatable review routine.
- Summarize available prospect context beside proposal information.
- Help prioritize follow-up without manually opening each record.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Bidsketch once in Notis.
- 2Create an automation and describe the proposal review summary you want.
- 3Tell Notis to retrieve Bidsketch proposals and compare them only with prospect details available through the connected Aeroleads access.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real review and confirm the summary uses available data.
Questions about this workflow
Does this send follow-ups automatically?
No. The selected action retrieves proposals for a review summary. It does not send a follow-up.
Can it report proposal status changes over time?
Only if a prior status or baseline is available to the automation. Otherwise it can summarize current returned status, not infer change.
Can it include every Aeroleads prospect?
It can include only prospect data available through the connected access and the instruction's scope.
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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