See proposal status alongside CRM context
Bring proposal status and opportunity context together for a faster review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Lists all proposals in the account.
Why this helps
Checking proposal progress and sales context in separate places adds friction to deciding what needs attention.
- Review proposal progress with sales context
- Prepare for pipeline check-ins faster
- See unclear matches before acting
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 retrieve proposal statuses, match them to relevant Agile CRM opportunities where possible, and summarize the results without changing records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real proposal and matching opportunity, then review the summary.
Questions about this workflow
Does the workflow update Agile CRM with proposal status?
No. It summarizes the available information for review and does not update CRM records.
Can it guarantee a match between a proposal and an opportunity?
Only when the available details support a clear match. Instruct Notis to identify uncertain matches 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
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.