Add CMS project leads to Bidsketch clients
Give Notis a lead to look up in Agility CMS, and it can add the client record to Bidsketch for your proposal workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Creates a new client record.
Why this helps
New project leads can sit in a CMS entry while you manually re-enter their details before preparing a proposal.
- Cut repetitive client detail entry.
- Move a lead into the proposal workflow sooner.
- Get a run report when Notis processes the request.
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 to find the specified lead in Agility CMS and create a Bidsketch client using the available details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real lead by sending its request to the webhook and checking the client record.
Questions about this workflow
What starts the workflow?
A request sent to the Notis webhook starts it. Agility CMS has no listed trigger events here.
What if the CMS entry lacks client details?
Notis can only use details returned by Agility CMS. Add any missing information before relying on the client record.
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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