Turn a CMS project brief into a proposal draft
Start with the brief already in Agility CMS. Ask Notis to pull the relevant details and prepare a proposal draft in Bidsketch.
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 a project brief as a proposal takes focus away from client work and leaves details easy to miss.
- Reduce copying between a content brief and a proposal.
- Keep proposal drafts tied to the source project details.
- Review a draft in Bidsketch before sending it.
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 that Notis should find the requested CMS brief and draft a Bidsketch proposal from its details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real brief by sending an HTTP request to the webhook, then review the proposal draft.
Questions about this workflow
Does Agility CMS trigger this automation directly?
No. Agility CMS has no listed trigger events for this package. An HTTP request to the Notis webhook starts the automation.
Will the proposal be sent to the client automatically?
This workflow creates a proposal draft. Review it in Bidsketch before sending it.
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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