Find active Affinity deals without a proposal
Get a focused review of active opportunities and the proposals already in Bidsketch.
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
An active opportunity can lose momentum when nobody notices that proposal work has not started.
- Surface active deals that may need a proposal next.
- Review existing Bidsketch proposals alongside the deal context you supply.
- Get a concise action list instead of scanning two workspaces.
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 deal context against Bidsketch proposals and report likely gaps or items needing attention.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real deal and proposal set, then review the report.
Questions about this workflow
Can this find active deals by itself?
The package does not include an Affinity trigger or query action. Supply the relevant deal context when the scheduled automation runs or make it available in the request context.
Does it create proposals for missing deals?
This workflow reviews proposals and reports likely gaps. It does not create a proposal.
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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