Move from prospect scope to proposal draft
Capture the opportunity while its research and scope are together, then review the resulting proposal draft in Bidsketch.
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
A clear prospect scope can lose momentum when proposal setup requires rebuilding the same context in another tool.
- Carry a supplied scope into a proposal draft
- Keep key research close to the opportunity
- Cut the friction between research and drafting
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Bidsketch once in the Notis portal.
- 2Create an automation in Notis and describe the proposal drafting outcome in one instruction.
- 3Choose notis_webhook as the trigger and start it when the prospect scope is ready.
- 4Choose where Notis should send run reports.
- 5Test with one real prospect scope and review the created proposal.
Questions about this workflow
What does the webhook need to include?
Include enough information to identify the client and proposal details, such as a proposal name, description, and any required fields. Do not rely on missing research fields.
Will it send the proposal to the prospect?
No. This action creates a proposal. The listed actions do not include sending a proposal to a client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Bidsketch. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql 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.