Connect prospect signals with the proposal pipeline
Bring selected account signals and proposal records into one report to help decide where to focus next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Lists all proposals in the account.
Why this helps
Promising changes on prospect pages can go unnoticed when proposal records are reviewed separately.
- Bring prospect page observations into pipeline review
- Use proposal records to ground possible next steps
- Prepare a focused review without repeated searching
Setup
Build it in a few focused steps.
- 1Connect Airtop and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis from any channel.
- 3In one instruction, define the prospect pages and ask Notis to review them alongside Bidsketch proposals, reporting possible opportunities with the evidence and any missing context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one prospect whose page and proposal history you can confirm.
Questions about this workflow
Will this create proposals for every signal?
No. It reports possible opportunities based on returned data. A person should confirm fit and provide proposal details before creating a proposal.
Can it determine whether a prospect is new?
Only if the available client or proposal records provide enough context. Otherwise, ask it to label that status as unknown.
What if there is no proposal history?
The report should note that missing context rather than infer whether the prospect was previously contacted.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Bidsketch. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.