Add proposal volume to your agency performance review
Include proposal activity in your regular agency review with a compact, scheduled snapshot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Stats
Returns the total number of proposals in the account.
Why this helps
Proposal activity can be overlooked when sales performance checks require manual reporting across tools.
- Add proposal volume to a recurring review.
- Reduce manual status and count lookups.
- Separate available metrics from context that needs another source.
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 proposal statistics, include relevant available AgencyZoom performance context, and clearly label unavailable measures.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real reporting run and check the figures against the source apps.
Questions about this workflow
Does this calculate proposal conversion rates?
Only if the source apps provide the needed counts and time period. Otherwise, ask Notis to report the available statistics and identify missing inputs.
Can the report explain why proposal volume changed?
It can summarize available AgencyZoom performance context, but it should not infer causes that the data does not support.
How often can it run?
Choose a recurring schedule when creating 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
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.