Bring approved CMS copy into a proposal section
Reuse polished copy from Agility CMS in the right Bidsketch proposal section, with Notis handling the first pass.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Proposal Section
Adds a new opening or closing section to a proposal.
Why this helps
Approved positioning and project language can be hard to find when a proposal needs a section quickly.
- Reuse approved language in client proposals.
- Spend less time locating and adapting source copy.
- Keep the section attached to the identified proposal.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe how to find approved CMS copy and the target Bidsketch proposal, then ask Notis to add an opening or closing section.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real content entry and verify the new proposal section.
Questions about this workflow
Can I choose where the section appears?
Specify whether Notis should create an opening or closing section in the automation prompt.
Does this publish the CMS copy?
No. It reads the requested content and creates a section in Bidsketch.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Bidsketch. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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