Draft proposals from approved Agiled scope
Turn an approved scope handoff into a proposal draft while the details are settled.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Proposal
Creates a proposal for a client.
Why this helps
Approved scope can sit in project records while someone manually reconstructs it in the proposal tool.
- Reduce re-entry of agreed scope.
- Use existing client and template context where available.
- Create a reviewable proposal draft from an explicit handoff.
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 to use the approved scope provided in the request, identify the matching client and suitable template when available, and create a proposal draft for review.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test with one real approved scope handoff and inspect the draft.
Questions about this workflow
Does Notis know that scope is approved automatically?
The request should be sent when scope is approved and provide the relevant details. No native Agiled trigger is listed.
Will the proposal be sent to the client?
No. The action creates a proposal. Review and send it through your normal process.
What if there is no suitable template?
The prompt should instruct Notis to use available information and report missing context for review rather than inventing it.
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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