Keep proposal details aligned with changing deal scope
Carry confirmed scope changes into the proposal record while preserving a clear review trail.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Proposal
Updates the details of a specific proposal.
Why this helps
A scope change recorded during sales work can leave the proposal out of date and create confusion later.
- Reduce stale proposal details after a deal change.
- Apply only changes clearly supplied in the signal.
- Flag scope decisions that require human judgment.
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.
- 3Tell Notis to identify the matching Bidsketch proposal from the incoming scope-change details, update only confirmed proposal details, and report unresolved decisions.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real scope-change example and inspect the updated proposal.
Questions about this workflow
What proposal details can this update?
The update should be limited to proposal details supported by the incoming signal and the available Bidsketch action.
What if a scope change is ambiguous?
Ask Notis to report the ambiguity for review instead of making an unsupported change.
Does it send a revised proposal?
No. It updates proposal details in Bidsketch and reports the result for review.
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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