Create a Bidsketch proposal from an Agiled qualified lead
Move a qualified opportunity into a proposal while the context is still fresh.
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
Rebuilding the lead's needs, scope and contact details in a proposal burns time and makes handoff easy to forget.
- Reduce duplicate entry between CRM and proposal work.
- Carry the lead's available needs into a proposal draft.
- Keep proposal creation tied to a clear qualification moment.
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 incoming Agiled lead brief to check for an existing Bidsketch client and relevant template, then create a tailored proposal draft for a qualified lead.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test with one real qualified lead and review the proposal draft.
Questions about this workflow
What starts this automation?
A request sent to its Notis webhook starts the run. Agiled has no listed native trigger event, so the workflow does not assume one.
Does it send the proposal to the lead?
No. The supported action creates a proposal. Review it in Bidsketch and send it through your usual process.
What if the webhook has no scope or contact details?
Notis can only use the information provided or returned. Supply missing details in the webhook request or have the prompt ask for review instead of creating an incomplete 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
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