Turn published project pricing into proposal line items
Let a scheduled Notis run review selected CMS pricing and prepare the corresponding fee on the relevant proposal.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Proposal Fee
Adds a fee item to a proposal.
Why this helps
A price in a published project brief can still need a separate, error-prone entry in the proposal.
- Reduce manual fee entry from project content.
- Keep pricing associated with a matching proposal.
- Review amounts and units before sending.
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 pricing content to review and how to identify the matching proposal, then ask Notis to add a fee with required details.
- 4Pick the Notis schedule trigger and choose where run reports should go.
- 5Test with one real price and verify the fee amount and unit in Bidsketch.
Questions about this workflow
Does this support custom fee units?
Yes, when the unit is available. Bidsketch requires a unit for custom fees.
Will it create fees for every published page?
Describe which content qualifies and how to match a proposal in the automation prompt.
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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