Find the right template from a sales note
Turn a note about the opportunity into a practical proposal starting point.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Get Templates
Tool to list all proposal templates saved for the account. use when you need to fetch available templates before creating a new proposal.
Why this helps
Proposal requests in notes often leave the next person unsure which template to use.
- Makes handoffs clearer
- Reduces template browsing
- Speeds proposal kickoff
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Bidsketch once.
- 2Create and name the automation.
- 3Describe how Notis should read the new note, retrieve templates, and recommend the closest fit.
- 4Choose New Note Received and a report destination.
- 5Test with one proposal request note.
Questions about this workflow
Can Notis explain its recommendation?
Yes, ask it to cite the note details that made the template a fit.
What if no template fits?
Ask Notis to report that clearly and suggest what information is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Bidsketch. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Pipedrive and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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