Find opportunities without a matching proposal
Get a concise review of proposal coverage without opening both systems record by record.
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
It is easy to miss an opportunity that needs a proposal when pipeline and proposal work live in separate tools.
- Spot opportunities that may need proposal follow-up
- Reduce manual cross-checking
- Get a focused report of likely gaps
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 compare eligible Agile CRM opportunities with Bidsketch proposals and report unmatched or unclear records without changing them.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real opportunity and proposal set, then review the reported matches.
Questions about this workflow
Does this create proposals for missing opportunities?
No. This workflow reports likely gaps for review and does not create or change records.
What if the records cannot be matched confidently?
Instruct Notis to list uncertain matches separately rather than treating them as confirmed gaps.
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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