Apply approved price changes to proposal fees
Ask Notis to find the approved price in Agility CMS and update the corresponding fee on a Bidsketch proposal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Proposal Fee
Updates a fee within a proposal.
Why this helps
A proposal fee can become inaccurate after a price change unless someone remembers to update it.
- Reduce manual price corrections.
- Apply a verified rate to the matching proposal fee.
- Make the update easy to inspect in Bidsketch.
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 the approved price, matching proposal, and fee, then ask Notis to update the fee details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real approved price change and check the proposal fee.
Questions about this workflow
Can this update a saved account fee instead?
No. This workflow updates a fee already on a proposal. Use the saved fee update action for an account fee.
How should I prevent an unapproved change?
Include a clear approval signal in the CMS content and tell Notis to proceed only when it is present.
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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