Move qualified leads into proposal drafting faster
Once a lead is qualified, send the context to Notis and create a Bidsketch proposal draft ready for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Proposal
Creates a proposal for a client.
Why this helps
Qualified leads can cool off while proposal details are rebuilt from scattered notes.
- Carry qualification context into a proposal draft.
- Reduce delay between qualification and proposal preparation.
- Give the team a consistent proposal starting point.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and instruct Notis to draft a proposal from qualified lead details.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Send one real qualified lead brief and review the created proposal in Bidsketch.
Questions about this workflow
What makes this different from a general brief workflow?
This workflow uses qualification context to prepare the proposal for a lead that is ready for proposal work.
Will Notis decide whether a lead is qualified?
The webhook payload should contain the qualification decision or criteria. Do not assume the source app provides lead history that is not included.
Does the workflow send the proposal?
No. It creates a proposal draft for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Bidsketch. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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