Turn a qualified AimTell prospect into a proposal draft
Once you have confirmed the scope and client details, ask Notis to start the proposal in Bidsketch and keep the handoff moving.
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
A qualified prospect can cool off while the team gathers details and starts a proposal from scratch.
- Start proposal drafting from a single handoff.
- Keep proposal creation grounded in confirmed project details.
- Avoid implying that campaign engagement alone defines scope or pricing.
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 drafting.
- 3Tell Notis to create a Bidsketch proposal using only the client and project details in the request, and flag anything required but missing.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real, confirmed prospect and project example.
Questions about this workflow
Can campaign activity provide the proposal scope?
Not by itself. Include confirmed project details in the webhook request; Notis should flag missing information instead of guessing.
Does this send the proposal to the prospect?
No. This workflow creates a proposal. Sending is not among the listed 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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