Revise proposal sections from approved copy
Keep proposal messaging current without hunting through drafts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Proposal Section
Tool to update a proposal section. use when you need to modify the name or content of an existing section after verifying its existence.
Why this helps
Section edits are easy to miss when feedback arrives across multiple channels.
- Applies feedback promptly
- Keeps revisions traceable
- Reduces copy paste errors
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Bidsketch in Notis.
- 2Create an automation describing the approved section revision.
- 3Choose a webhook trigger with proposal and section identifiers.
- 4Pick a report channel and test with one approved revision.
Questions about this workflow
What must be verified first?
Verify the proposal section ID before updating it.
Can I change both name and content?
Describe the exact approved properties to change.
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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