Draft proposals for Agiled expansion opportunities
Give a new opportunity its own proposal draft without starting from a blank page.
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
Expansion work can be discussed in the CRM but never move into a concrete proposal draft.
- Give expansion scope a distinct proposal artifact.
- Carry available account context into drafting.
- Keep draft creation connected to a qualified 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 expansion brief from the request, check the existing Bidsketch client and relevant templates, and create a proposal draft for review.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test with one real expansion opportunity and review the proposal.
Questions about this workflow
Does Agiled have an opportunity event available?
No trigger events are listed for Agiled here. Use the Notis webhook and send the opportunity handoff when it is ready.
Will this overwrite the existing proposal?
The selected action creates a new proposal. Use a prompt and real test that make the intended separate expansion proposal clear.
Does the workflow send a follow-up?
No. It creates the proposal draft for review.
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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