Keep proposal follow-ups on your Salesforce task list
Turn proposal follow-up into a visible next step, so opportunities do not disappear between inboxes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Remembering which proposals need a nudge competes with the rest of a founder's workday.
- Surface proposals that need a next step.
- Put follow-up work in the Salesforce task list.
- Reduce reliance on memory and manual status checks.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the proposal review.
- 3Tell Notis to review available Bidsketch proposal statuses and create Salesforce tasks for proposals needing follow-up, including proposal context and an appropriate due date when known.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real proposal that needs follow-up and review the task.
Questions about this workflow
Can Notis detect proposals that have gone quiet?
It can review status and timing information available to it. Specify what counts as needing follow-up, and provide a baseline or time window if the available proposal data does not establish one.
Does this send a follow-up to the client?
No. This workflow creates an internal Salesforce task so a person can decide and complete the outreach.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Salesforce. A trigger fires from one place; an action lands in another.
Bidsketch triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Bidsketch and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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