Start proposal preparation at the right sales milestone
Use a meaningful sales milestone to start proposal prep while account context is fresh.
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
Proposal work often starts late because the handoff from sales progress to proposal preparation depends on memory.
- Tie proposal preparation to a meaningful sales signal.
- Reduce delay between sales progress and proposal drafting.
- Make missing deal context visible in the run report.
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.
- 3Tell Notis to draft a Bidsketch proposal using incoming AgencyZoom milestone details and report what is missing.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real milestone signal and review the draft.
Questions about this workflow
Which sales milestone does it use?
Configure the external request to represent the milestone you want to act on, then describe that signal in the automation prompt.
Does AgencyZoom provide a native trigger here?
No AgencyZoom trigger event is listed for this workflow. The automation starts when a request reaches the Notis webhook.
Can it send the proposal automatically?
This workflow creates a draft. Review the proposal before sending it.
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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