Keep reusable proposal sections aligned with approved copy
A webhook request can have Notis find revised approved copy in Agility CMS and refresh the corresponding saved Bidsketch section.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Section
Updates an existing saved section.
Why this helps
Reusable proposal language can drift from current approved copy and spread outdated information to future proposals.
- Keep reusable sections consistent with approved source copy.
- Reduce repetitive manual editing.
- Make the update visible in a 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 find the revised approved copy and matching saved Bidsketch section, then ask Notis to update it.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real copy revision and confirm the saved section is correct.
Questions about this workflow
Does this edit existing proposals too?
This action updates a saved section. It does not update proposal-specific sections.
Can the copy be summarized instead of copied?
Yes. Describe the desired treatment in the prompt, and review the resulting section.
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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