Connect Agiled to Bidsketch
When something happens in Agiled, Notis takes the next step in Bidsketch. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Agiled to Bidsketch
Turn an Agiled qualified lead into a Bidsketch proposal
Start from an Agiled lead brief and prepare a tailored Bidsketch proposal, checking for an existing client and reusable template first.
Keep Bidsketch client records aligned with Agiled
On a schedule, reconcile client details supplied from Agiled with existing Bidsketch records and update only verified changes.
Add an Agiled account as a Bidsketch client
When a webhook supplies a newly onboarded Agiled account, check Bidsketch for a match and create a client record if none exists.
Refresh proposal details from an Agiled project update
Review available Agiled project scope on a schedule and update a matched Bidsketch proposal only when the supplied details clearly support a change.
Apply an Agiled contact change to Bidsketch
Use an Agiled webhook carrying a verified contact change to find the matching Bidsketch client and update its record.
Refresh proposal context from an Agiled project brief
On a schedule, use available Agiled project notes to refresh the matching Bidsketch proposal description when the relationship is clear.
Prepare a Bidsketch client when an Agiled account is proposal-ready
When a webhook signals an account is ready for proposals, check Bidsketch for an existing client and create one if needed.
Review Agiled company details against Bidsketch clients
Run a scheduled comparison of available company details and update matching Bidsketch client records when discrepancies are verified.
Draft a Bidsketch proposal from approved Agiled scope
Start from an explicit webhook containing approved scope and use the available client and template context to create a proposal for review.
Supported Triggers and Actions
Notis builds workflows that link Agiled to Bidsketch. A trigger fires from one place; an action lands in another.
Agiled 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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Agiled and Bidsketch
Connect any two apps with Notis in the middle.
Agiled and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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