See a client's existing Bidsketch proposals at handoff
Before starting the next conversation, ask Notis to retrieve the proposals already associated with the client in Bidsketch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Client Proposals
Lists proposals for a specific client.
Why this helps
Without a quick client-level proposal check, a team can approach a returning prospect without context on earlier work.
- Bring existing proposal context into a prospect handoff.
- Reduce duplicate proposal work for returning clients.
- Use a confirmed client ID instead of guessing which record matches.
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 a client proposal lookup.
- 3Tell Notis to retrieve proposals for the confirmed Bidsketch client ID in the request and report if the ID is missing.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real client ID and compare the returned proposals with Bidsketch.
Questions about this workflow
Can this find the client from an AimTell subscriber name?
The listed action takes a client ID. Include a confirmed ID in the request rather than relying on an ambiguous name match.
Does it change any proposal?
No. It retrieves proposals for the specified client.
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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