Include client-specific terms at the start of a proposal
Bring the relevant client terms from Agility CMS into an opening section of the matching Bidsketch proposal.
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
Client-specific context can be buried in CMS content and missed during proposal preparation.
- Make client-specific context easier to include.
- Reduce hunting for terms while drafting.
- Keep the added section attached to the matching 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.
- 3Tell Notis how to locate the client terms and matching proposal, then ask it to add an opening section with relevant content.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real client and review the section content in Bidsketch.
Questions about this workflow
Is this legal review of client terms?
No. It transfers relevant content into a proposal section. Have the appropriate person review terms before sharing.
Can it add a closing section instead?
Yes. Specify a closing section in the automation prompt if that better fits the content.
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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