Get ahead of policy renewals with proposal drafts
Give renewal conversations a head start with proposal drafts prepared from available account details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Proposal
Creates a proposal for a client.
Why this helps
Renewal preparation can become a last-minute scramble when each account needs manual lookup and proposal setup.
- Create a recurring review point for upcoming renewals.
- Prepare drafts where the available data supports them.
- Get a report of accounts that need more information.
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 review upcoming AgencyZoom renewals, draft Bidsketch proposals for records with adequate details, and report gaps.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real renewal record and inspect the draft and report.
Questions about this workflow
How does Notis know which renewals are upcoming?
The prompt should specify the review window, and AgencyZoom must provide renewal dates in the data available to the automation.
Will every renewal produce a proposal?
Ask Notis to create drafts only when required information is available and report records that need review.
Does the schedule send proposals?
No. It creates drafts for review; sending remains a separate decision in Bidsketch.
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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