Remove obsolete proposals with a confirmation check
Clear abandoned drafts while keeping the decision explicit and deliberate.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Why this helps
Old proposals clutter the account and make active work harder to find.
- Reduces proposal clutter
- Makes cleanup intentional
- Avoids deleting the wrong record
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Bidsketch in Notis.
- 2Create an automation requiring proposal ID verification and explicit confirmation.
- 3Choose a webhook trigger carrying the confirmed deletion request.
- 4Pick a report channel and test with one approved obsolete proposal.
Questions about this workflow
Is deletion reversible?
The action permanently deletes the proposal and its content, so confirm the ID first.
Can this remove active proposals?
Only if your instruction allows it, so require an explicit obsolete status and confirmation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Bidsketch. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
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.
0CodeKit and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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