Keep proposal details aligned with a changing project scope
When a scope update is ready in Agility CMS, ask Notis to review the matching Bidsketch proposal and update its details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Proposal
Updates the details of a specific proposal.
Why this helps
A changed project scope can leave a proposal describing work the team no longer intends to deliver.
- Reduce mismatch between project scope and proposal details.
- Avoid searching manually for the right proposal to revisit.
- Review the change through 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.
- 3Tell Notis how to identify the changed CMS scope and matching proposal, then update only relevant proposal details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real scope update and inspect the changed proposal in Bidsketch.
Questions about this workflow
Can this update proposal sections too?
This action updates proposal details. Use a section workflow if the content that needs changing is in a proposal section.
How does Notis find the right proposal?
Describe a reliable identifier in the prompt, such as a project or client name available in both apps.
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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