Connect Agencyzoom to Bidsketch

When something happens in Agencyzoom, Notis takes the next step in Bidsketch. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Agencyzoom to Bidsketch

View example

Draft a Bidsketch proposal for a new AgencyZoom policy opportunity

Turn an AgencyZoom opportunity into a proposal draft in Bidsketch, with missing details called out before anything is sent.

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Create a Bidsketch client from an AgencyZoom prospect signal

Create a Bidsketch client record when an AgencyZoom prospect is ready for proposal work, and report any details that need checking.

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Prepare Bidsketch proposal drafts for upcoming policy renewals

On a recurring schedule, review AgencyZoom renewal data and draft proposals for eligible accounts, reporting which records need more detail.

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Review Bidsketch proposal status alongside AgencyZoom sales activity

Run a scheduled proposal pipeline review and summarize Bidsketch statuses with relevant AgencyZoom context for easier follow-up decisions.

View example

Refresh Bidsketch client details from an AgencyZoom update

When an AgencyZoom client update reaches a Notis webhook, refresh the corresponding Bidsketch client details and report uncertain matches.

View example

Check Bidsketch proposal coverage for AgencyZoom clients

On a schedule, review AgencyZoom client records against Bidsketch client proposals and report accounts that may need proposal work.

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Prepare a Bidsketch proposal after an AgencyZoom sales milestone

Use a webhook signal for a chosen AgencyZoom sales milestone to prepare a Bidsketch proposal draft from available context.

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Check Bidsketch proposal details for priority AgencyZoom accounts

Run a scheduled review of priority AgencyZoom accounts and fetch relevant Bidsketch proposal details for a concise account-by-account summary.

View example

Update a Bidsketch proposal when AgencyZoom deal scope changes

When a scope-change signal reaches a Notis webhook, retrieve the proposal, apply clearly supplied changes, and report anything requiring judgment.

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Bidsketch. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Bidsketch actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Creates a new client record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Client

Permanently deletes a client and all their proposals.

ActionInstant

Create Proposal

Creates a proposal for a client.

ActionInstant

Delete Fee

Deletes a saved fee.

ActionInstant

Delete Proposal

Deletes a proposal and all its content.

ActionInstant

Delete Proposal Fee

Deletes a fee from a proposal.

ActionInstant

Delete Proposal Section

Deletes a section from a proposal.

ActionInstant

Delete Section

Permanently deletes a saved section.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.