Turn project pricing details into a proposal fee
Ask Notis to find pricing in an Agility CMS project record and add a corresponding fee to the right Bidsketch proposal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Proposal Fee
Adds a fee item to a proposal.
Why this helps
Pricing details stored with a project brief can be overlooked or retyped incorrectly in a proposal.
- Reduce retyping of project pricing.
- Keep a project cost attached to the relevant proposal.
- Review the new fee before sharing the 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 the project pricing and matching proposal, and ask Notis to add a proposal fee using available required details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real project and verify the fee amount, description, and any required unit.
Questions about this workflow
What if a custom fee needs a unit?
Include the unit in the CMS content or prompt. The Bidsketch action requires a unit for custom fees.
Will this create a reusable account fee?
No. It adds a fee to the specified 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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