Keep saved proposal fees aligned with your rate card
When a rate changes in Agility CMS, ask Notis to locate the corresponding saved fee in Bidsketch and update it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Fee
Updates an existing fee record.
Why this helps
A stale saved fee can quietly carry outdated pricing into future proposals.
- Reduce outdated pricing in saved fees.
- Avoid repeating the same rate comparison manually.
- Review the update through the run report.
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 identify the changed rate and matching saved fee, then ask Notis to update the fee with available details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real rate change and verify the saved fee in Bidsketch.
Questions about this workflow
Will the change affect existing proposal fees?
This action updates a saved fee record. Check how your account uses saved fees before relying on it for any existing proposal.
What if a fee is used in live proposals?
Review the relevant proposals and implications before triggering an update.
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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