Carry project delivery changes into proposal details
Keep the proposal context current as delivery plans change in Agiled.
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
Delivery assumptions can change after proposal drafting, leaving the proposal record out of step with project work.
- Bring verified delivery changes into proposal details.
- Reduce the need to remember separate proposal maintenance.
- Make uncertain matches visible for follow-up.
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 review available Agiled delivery details, match the related Bidsketch proposal confidently, and update only supported proposal details.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real delivery change and review the result.
Questions about this workflow
Does this compare against the original proposal history?
Only if that history is available. If a baseline matters, supply it in the request or other connected data.
What if the project has multiple proposals?
The instruction should require an unambiguous related proposal and report multiple possible matches for review.
Which proposal data does it update?
It uses the Update Proposal action for proposal details. It does not add or edit sections or fees.
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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