See proposal status and sales context in one review
Replace scattered status checks with one concise review of proposals that may need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Lists all proposals in the account.
Why this helps
Checking proposal status and sales context in separate places makes follow-up easier to forget.
- Bring proposal status into a recurring review.
- Use AgencyZoom context to inform follow-up priorities.
- Identify records that need a human decision.
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 retrieve Bidsketch proposals, compare relevant available AgencyZoom sales context, and report items that may need follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and check the status summary.
Questions about this workflow
Will this automatically contact prospects?
No. It reviews proposal data and reports potential follow-ups for you to decide.
What context can it include?
It can use information returned by the connected apps. The report should identify context that is unavailable rather than assume it.
Can I choose how often it runs?
Yes. Pick a recurring schedule when you create the automation.
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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