Keep proposal sections current as deliverables change
Use a webhook request to ask Notis to find revised deliverables and update the corresponding section of a Bidsketch proposal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Proposal Section
Updates the name or content of a proposal section.
Why this helps
A proposal section can keep describing old deliverables after the project brief has changed.
- Keep deliverable descriptions aligned with the latest brief.
- Reduce manual edits across proposal sections.
- Get a report of the update for review.
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 find the revised deliverables, matching proposal, and section, then ask it to update the section content.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real revision and inspect the updated section in Bidsketch.
Questions about this workflow
Does the workflow create a new section?
No. It updates an existing proposal section. Use a section creation workflow if a new section is needed.
How do I identify the section?
Include a distinctive section name or another detail in the prompt that can be found in the proposal.
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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