Refresh proposal context for priority Agiled accounts
Give priority accounts a current proposal context without another manual review pass.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Proposal
Updates the details of a specific proposal.
Why this helps
High-priority accounts can receive attention while their proposal records keep outdated context.
- Focus a scheduled review on accounts your process identifies as priority.
- Bring verified account context into the proposal details.
- Leave uncertain matches untouched and report them.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis how to identify priority accounts from available Agiled data, then update clearly matched Bidsketch proposal details only when the source supports the change.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real priority account and review its proposal.
Questions about this workflow
How does Notis know which accounts are prioritized?
The priority signal must be available in Agiled or supplied in the automation input. Notis cannot infer a hidden baseline.
What if the account has several proposals?
Require a clear proposal match in the instruction and report ambiguous cases for review.
Can this guarantee the proposal is current?
It can review the information available during each run. Any missing history or source data remains unavailable unless supplied.
When this happens · Trigger
Do this · Action
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.
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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