Connect Affinity to Bidsketch

When something happens in Affinity, Notis takes the next step in Bidsketch. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Affinity to Bidsketch

View example

Draft a Bidsketch proposal for a qualified Affinity deal

Turn a qualified Affinity opportunity and its known client details into a Bidsketch proposal draft.

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Add an Affinity contact as a Bidsketch client

Create a Bidsketch client record from a contact brief supplied from Affinity, with duplicate checks before adding it.

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Review Bidsketch proposals for active Affinity deals

On a schedule, compare supplied active deal context with Bidsketch proposals and surface deals that may need a proposal.

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Reconcile Affinity contacts with Bidsketch clients

Review supplied Affinity contact context against the Bidsketch client list to identify missing or mismatched records.

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Update a Bidsketch client from an Affinity contact change

Use a supplied Affinity contact update to refresh the corresponding Bidsketch client after confirming the match.

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Check Bidsketch proposal status for active Affinity deals

Review supplied Affinity opportunity context and selected Bidsketch proposal details to highlight status changes or follow-up needs.

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Review Bidsketch proposals before Affinity investor outreach

Before a supplied investor outreach brief proceeds, review relevant Bidsketch proposals for client or deal context that may affect the message.

View example

Triage proposals for dormant Affinity opportunities

Review supplied opportunities that have stalled and their Bidsketch proposal details to prepare a concise re-engagement list.

Supported Triggers and Actions

Notis builds workflows that link Affinity to Bidsketch. A trigger fires from one place; an action lands in another.

Affinity triggers

Bidsketch actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Creates a new client record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Client

Permanently deletes a client and all their proposals.

ActionInstant

Create Proposal

Creates a proposal for a client.

ActionInstant

Delete Fee

Deletes a saved fee.

ActionInstant

Delete Proposal

Deletes a proposal and all its content.

ActionInstant

Delete Proposal Fee

Deletes a fee from a proposal.

ActionInstant

Delete Proposal Section

Deletes a section from a proposal.

ActionInstant

Delete Section

Permanently deletes a saved section.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.