Create Bidsketch clients from Agile CRM leads
Move a qualified lead into your proposal workflow without retyping their contact details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Creates a new client record.
Why this helps
Copying lead details between your CRM and proposal tool creates delays and typos.
- Avoid duplicate data entry
- Get proposal work started sooner
- Catch missing contact details before creating a client
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 client from each incoming qualified Agile CRM lead, checking for required details first.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead and review the created client.
Questions about this workflow
What starts this automation?
An HTTP request to its Notis webhook starts it. Configure the relevant Agile CRM process to send the lead details to that webhook.
Will it create a client if key details are missing?
Instruct Notis to flag incomplete leads in the run report and only create a client when the information needed is present.
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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