Draft proposals from Agile CRM opportunities
Start each proposal with the client and opportunity context already at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Proposal
Creates a proposal for a client.
Why this helps
Proposal work slips when opportunity details are scattered across CRM records and inboxes.
- Reduce time spent gathering proposal context
- Start drafts from current opportunity details
- Review draft proposals in Bidsketch
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 review eligible Agile CRM opportunities and draft a Bidsketch proposal using the available client and opportunity details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real opportunity and review the proposal draft.
Questions about this workflow
Does this send proposals to prospects?
This workflow creates a proposal draft. It does not send the proposal.
What information will the draft contain?
Notis can use details returned from Agile CRM. Specify any proposal requirements that are not present in those records in your instruction.
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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