Review published project updates against proposals
A recurring Notis run can check selected published project updates and keep matching proposal details current.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Proposal
Updates the details of a specific proposal.
Why this helps
Published project changes can go unnoticed in proposals that are still being prepared.
- Catch published changes during a regular review.
- Reduce manual cross-checking between project and proposal.
- Keep updates visible through run reports.
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 which published project updates to review and how to match them to Bidsketch proposals before refreshing relevant details.
- 4Pick the Notis schedule trigger and choose where run reports should go.
- 5Test with one real published update and verify the corresponding proposal.
Questions about this workflow
Can it compare against an earlier version?
Only if the prior version or comparison baseline is available to Notis. Otherwise, describe the relevant update directly in CMS content.
Does this publish or send proposals?
No. It updates proposal details in Bidsketch.
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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