Spot AgencyZoom accounts without proposal coverage
Find client accounts that may need a proposal conversation before they slip out of view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Client Proposals
Lists proposals for a specific client.
Why this helps
Without a regular cross-check, accounts that need proposal work can be hard to spot across separate systems.
- Surface accounts that may need proposal work.
- Use existing client proposal lists for a practical review.
- Get a focused report instead of manually comparing lists.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to compare available AgencyZoom clients with their Bidsketch proposals and report clients with no relevant proposal found.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client review and confirm the matching logic.
Questions about this workflow
Does no proposal mean the client needs one?
Not necessarily. The report identifies accounts for review; your team decides whether proposal work is appropriate.
How does it match clients?
The automation can compare identifiers available from both apps. Ask it to flag ambiguous matches for review.
Can this create proposals automatically?
This workflow reports proposal coverage. A separate workflow can create a draft after you decide an account is ready.
When this happens · Trigger
Do this · Action
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.
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.
Agencyzoom and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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