Connect new sales notes to proposal history
Give each note the history needed for a confident follow-up.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Get Client Proposals
Tool to list proposals for a specific client. use after confirming the client id exists.
Why this helps
Notes often prompt action, but the relevant proposal history remains buried in another tool.
- Makes next steps clearer
- Reduces repeated research
- Keeps handoffs focused
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Bidsketch once.
- 2Create and name the automation.
- 3Describe how Notis should find the client and list the proposals relevant to the new note.
- 4Select New Note Received and choose where reports go.
- 5Test with one note tied to a known client.
Questions about this workflow
Can Notis summarize only relevant proposals?
Yes, define relevance such as open, recent, or matching a note topic.
Will it change any proposal?
No, this workflow retrieves and reports proposal information only.
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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