Draft Bidsketch proposals from Affinity deals
Give Notis a qualified deal brief and get a proposal draft ready for review in Bidsketch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Proposal
Creates a proposal for a client.
Why this helps
Copying deal details into a proposal takes focus away from moving the opportunity forward.
- Start proposals with the opportunity context already gathered in Affinity.
- Keep unknown scope or pricing details visible for review instead of guessing.
- Reduce duplicate entry between deal tracking and proposal drafting.
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: use the supplied Affinity deal context to draft a Bidsketch proposal, and flag missing details for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real qualified deal brief and review the resulting proposal.
Questions about this workflow
Does this run automatically when a deal changes in Affinity?
Affinity trigger events are not available for this workflow. A webhook starts it when an HTTP request is sent to the automation.
Will Notis invent proposal pricing or scope?
No. The instruction should tell Notis to use details supplied in the deal context and identify information that is missing.
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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