Draft a proposal for a new Agiled service opportunity
Give a new service opportunity a clear proposal draft without reconstructing its context.
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
Service opportunities can lose momentum while someone copies details into a proposal by hand.
- Move a service brief into proposal drafting quickly.
- Use available client and template information.
- Create a draft that is ready for human review.
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 service opportunity information in the request, check for the Bidsketch client and relevant template, and create a proposal draft for review.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test with one real service opportunity and inspect the draft.
Questions about this workflow
Does Agiled automatically notify Notis of new service opportunities?
No trigger events are listed for Agiled. Send the opportunity information through the Notis webhook.
Can it add pricing?
This workflow creates a proposal. Pricing details should be included in available source information and reviewed in the draft.
Will the proposal go to the client automatically?
No. The workflow creates a 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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