Keep client records aligned across your CMS and proposal tool
A recurring Notis review can compare client information in Agility CMS with Bidsketch and update records that need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Client
Updates an existing client record.
Why this helps
Out-of-date client details create avoidable cleanup when proposals are being prepared.
- Catch client detail changes during a regular review.
- Reduce manual comparison across apps.
- Receive a report of processed updates.
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 which CMS client entries to review and how to match them to Bidsketch clients before updating changed details.
- 4Pick the Notis schedule trigger and choose where run reports should go.
- 5Test with one real client whose details you can verify in both apps.
Questions about this workflow
Will it update every client?
The prompt should describe the CMS entries and matching criteria to review. Notis can only use data available in the apps.
What happens if a match is unclear?
Describe in the prompt that ambiguous matches should be reported for review rather than updated.
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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