Turn a proposal request into a Bidsketch draft
Capture the request and get a draft ready for review while the details are 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 requests arrive amid other work, and manually gathering the brief can slow down the first draft.
- Reduce delay between request and first draft
- Keep the request context with the draft workflow
- Review the generated draft before sending
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Bidsketch proposal draft from each request webhook using only the client and project details provided.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real proposal request and review the draft.
Questions about this workflow
What should the request include?
Include enough information to identify the client and describe the requested work. Any additional requirements should be supplied in the request or your instruction.
Will Notis send the draft automatically?
No. The workflow creates a draft for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Bidsketch. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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