Apply confirmed proposal detail changes in Bidsketch
Turn an explicit handoff instruction into a focused proposal update, with the change grounded in the request and proposal record.
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
Small proposal updates can sit undone when the request and the Bidsketch record are in different places.
- Reduce re-entry for clearly specified proposal changes.
- Keep updates tied to a particular confirmed proposal.
- Review the current proposal before applying the requested change.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for proposal detail updates.
- 3Tell Notis to retrieve the specified proposal, apply only the explicit changes in the request, and report any missing or conflicting details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real proposal and a clearly specified, low-risk detail update.
Questions about this workflow
Can Notis infer what should change from campaign engagement?
No. Include the exact requested change in the webhook request; engagement alone does not establish a proposal update.
Does this update proposal content sections?
This action updates proposal details. Section content has separate Bidsketch actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Bidsketch. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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