Check proposal context before investor outreach
Give outreach a quick context check against proposal records before it goes out.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposals
Lists all proposals in the account.
Why this helps
Outreach can miss important client work when proposal context sits in a separate system.
- Check relevant proposal context before preparing outreach.
- Reduce the chance of overlooking current proposal work.
- Keep the outreach decision with the founder while gathering context in one place.
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 relevant Bidsketch proposals for the supplied Affinity outreach context and summarize any context to consider before sending.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real outreach brief and verify the proposal context returned.
Questions about this workflow
Will this send investor outreach?
No. The Bidsketch action used here retrieves proposal records; the workflow prepares context for review.
How does it know which outreach to review?
Include the relevant Affinity contact or deal context in the webhook request so Notis can identify the records to consider.
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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