Prepare a focused proposal review for priority accounts
Get proposal details ready before account reviews, without opening each record one at a time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal
Retrieves details about a specific proposal.
Why this helps
Preparing for priority account reviews means switching tools and piecing together proposal history manually.
- Gather proposal details for selected priority accounts.
- Reduce context switching before account reviews.
- Report missing matches or unavailable proposal details.
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 review the AgencyZoom accounts identified as priority, retrieve relevant Bidsketch proposal details, and summarize status and open questions.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real account review and confirm the summary.
Questions about this workflow
How are priority accounts identified?
The AgencyZoom data available to Notis must identify the accounts, or your prompt must name a selection rule supported by available data.
Does it change proposal records?
No. It retrieves proposal details and prepares a summary for review.
What if there is no matching proposal?
Ask Notis to report that no relevant proposal was found and flag uncertain client matches.
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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