Review proposal progress alongside active deals
See which proposal details deserve attention without manually reopening every opportunity and proposal.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal
Retrieves details about a specific proposal.
Why this helps
Proposal progress is easy to lose track of when the relationship and proposal live in separate tools.
- Bring proposal details into a periodic opportunity review.
- Highlight items that may need a next step based on supplied deal context.
- Keep review focused on selected active opportunities.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome in one instruction: review supplied active Affinity deals and relevant Bidsketch proposal details, then summarize items that need attention.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real opportunity and its proposal details.
Questions about this workflow
Does this track status changes in real time?
No. Affinity trigger events are unavailable, and this workflow runs on a schedule using the deal context supplied for the run.
Can it tell whether a proposal is late?
Only if you provide the relevant deadline or follow-up expectation. The workflow should not assume a baseline that is not in the available data.
When this happens · Trigger
Do this · Action
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.
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.
Affinity and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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