Check proposal details against CRM context
Catch mismatches between a proposal and its opportunity context before they create confusion.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal
Retrieves details about a specific proposal.
Why this helps
Proposal details can drift from the latest CRM context when updates are made in different places.
- Surface possible detail mismatches
- Make proposal review more focused
- Keep uncertain comparisons visible
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 selected proposal details, compare them with matching CRM opportunity context, and report discrepancies without editing either system.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real proposal and opportunity, then review the findings.
Questions about this workflow
What details can it compare?
It can compare details returned from both systems. Specify the items to check in your instruction and provide any baseline not present in either record.
Will it fix reported discrepancies automatically?
No. This workflow reports discrepancies for review and makes no changes.
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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