Turn new AgencyZoom opportunities into proposal drafts
Start the proposal while the opportunity is fresh, with the relevant AgencyZoom details gathered for review.
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 opportunity details into a proposal takes time and makes it easy to miss a client need or follow-up detail.
- Reduce manual copying between sales and proposal tools.
- Keep opportunity context close to the proposal draft.
- Surface missing information for review before sending.
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.
- 3In one instruction, ask Notis to use the incoming AgencyZoom opportunity details to draft a Bidsketch proposal and flag missing information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real opportunity and review the resulting draft.
Questions about this workflow
Does this send the proposal to the prospect?
No. This workflow creates a proposal draft. Review it in Bidsketch and send it through your normal process.
What starts the workflow?
An HTTP request to the Notis webhook starts it. Arrange for the relevant AgencyZoom opportunity signal and its available details to reach that endpoint.
What if the opportunity lacks proposal details?
Ask Notis to identify missing information in its report so you can fill it in before sending.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.