Give stalled proposals a clear next step
Use a regular proposal review to bring stalled deals back into view as Salesforce tasks.
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
Without a clear review habit, proposals can sit unanswered while the next action stays implicit.
- Make stalled proposal follow-up visible.
- Turn status review into an actionable task.
- Keep review decisions in the CRM workflow.
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 stalled proposal review.
- 3Tell Notis to review available proposal statuses and create Salesforce tasks for proposals with no response over the time window you specify.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real stalled proposal and confirm the task has useful context.
Questions about this workflow
How does Notis know a proposal is stale?
Set the time window and criteria in your instruction. If Bidsketch does not expose the needed dates or response history, supply that information as part of the workflow context.
Can it change the proposal status too?
This workflow creates Salesforce follow-up tasks. It does not update Bidsketch proposal status.
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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