Turn Aeroleads prospect research into a proposal draft
Carry useful prospect context into a first proposal draft while the opportunity is 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
Research notes often live in one place while proposal work waits in another.
- Reduce the gap between qualifying a lead and preparing an offer.
- Use supplied research and project context as a drafting brief.
- Keep proposal creation focused on leads that meet your criteria.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Bidsketch once in Notis.
- 2Create an automation and describe the proposal outcome in one instruction.
- 3Tell Notis to draft a Bidsketch proposal only for qualified prospects, using the available client, project, and offer details.
- 4Choose a webhook trigger and a report destination.
- 5Test with one real prospect and review the resulting draft.
Questions about this workflow
Does this automatically send the proposal?
No. The selected action creates a proposal. Review it in Bidsketch before sending it.
What details should the webhook provide?
Provide the prospect or client identifier and the project description and offer context needed for a useful draft.
Can it write an accurate scope from lead enrichment alone?
Not reliably. Supply scope and pricing context in the request or instruction; enrichment data may not include them.
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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