Review proposal history for CRM clients
Get the proposal context for selected clients without searching client by client.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Client Proposals
Lists proposals for a specific client.
Why this helps
Prior proposals can be hard to recall when preparing for a new client conversation.
- Prepare client conversations with proposal context
- Reduce manual proposal searches
- Identify clients with no clear proposal history
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 which Agile CRM clients to review and to summarize their matching Bidsketch proposal history, flagging uncertain matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client and confirm the proposal history summary.
Questions about this workflow
Does this create or edit proposals?
No. It retrieves proposal history for a summary and does not change records.
Can I limit which clients it reviews?
Yes. Specify the relevant client group or criteria in your instruction, using information available from Agile CRM.
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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