Start a proposal when an Agile CRM deal is won
Move from a won deal to a proposal draft with less manual handoff.
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
After a deal milestone, proposal setup can become one more task that gets lost in the transition.
- Make the handoff from sales to proposal work more reliable
- Use the deal context provided by Agile CRM
- Keep proposal creation moving after a milestone
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 when the webhook includes a won deal and enough client context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real won deal and review the proposal draft.
Questions about this workflow
How does Notis know a deal is won?
The incoming webhook request should represent that milestone and include the relevant deal details.
Does the workflow assume a proposal template?
No template is specified by this workflow. Add any template or content requirements to your instruction if they are available in your Bidsketch setup.
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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