Check proposal status before following up with a prospect
Bring the proposal's current details into the follow-up moment, so your next step is based on its latest available status.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal
Retrieves details about a specific proposal.
Why this helps
Following up without checking proposal status can lead to awkward or mistimed outreach.
- Retrieve proposal details during a prospect follow-up handoff.
- Reduce manual searching before deciding on a next step.
- Keep status reporting grounded in the returned proposal data.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Bidsketch once in Notis.
- 2Create an automation and describe the proposal status check.
- 3Tell Notis to retrieve the proposal using the supplied Bidsketch proposal id and summarize its current details with the available prospect context.
- 4Choose a webhook trigger and a report destination.
- 5Test with one real proposal id and verify the returned details.
Questions about this workflow
Does this send a follow-up message?
No. The selected action retrieves proposal details; it does not send outreach.
What identifier is required?
Provide the Bidsketch proposal id in the webhook request.
Can it tell whether a proposal status changed?
Only if the earlier status is supplied or otherwise available as a baseline. Otherwise it can report the current returned details.
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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