Revisit stalled deals with proposal context
Turn a list of quiet opportunities into a practical review of proposal context and possible next steps.
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
Stalled opportunities are harder to restart when the original proposal context takes time to find.
- Gather proposal context for opportunities that have stalled.
- Prepare a concise list for deciding what to revisit.
- Avoid assuming why a deal went quiet or when to follow up.
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 dormant Affinity opportunities against relevant Bidsketch proposals and summarize context for a human re-engagement decision.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real stalled opportunity and review the suggested context.
Questions about this workflow
How is a deal considered dormant?
Supply your own criteria or a list of opportunities to review. The workflow should not invent a dormancy threshold.
Does it automatically follow up with clients?
No. It retrieves proposal details and prepares a review list; a person decides whether and how to re-engage.
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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