Keep Bidsketch proposal details in step with Agiled scope
Bring project changes into the proposal workflow before the next client conversation.
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
Scope changes recorded in project work can be missed when proposal details live elsewhere.
- Surface scope changes for proposal review.
- Reduce manual searching between project and proposal records.
- Avoid changing a proposal when the matching record is uncertain.
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 project details, find the clearly related Bidsketch proposal, and update its details only when the change is supported by the source information.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real project and verify the proposal update.
Questions about this workflow
Does this trigger immediately on a project change?
No. This version runs on the recurring schedule selected in Notis because Agiled has no listed trigger events here.
Can it update proposal sections and fees too?
This workflow uses the Update Proposal action for proposal details. Changes to other proposal content are outside this action.
What if multiple proposals could match the project?
The prompt should require an unambiguous match and report the case for review instead of updating an uncertain proposal.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.