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Notis

Keep retired proposal content out of the library

A recurring review can remove confirmed obsolete sections before they cause confusion.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Delete Section

Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.

Why this helps

Retired content stays searchable and gets reused by mistake.

  • Reduce content clutter
  • Lower reuse of obsolete copy
  • Keep cleanup intentional

Setup

Build it in a few focused steps.

  • 1Connect 44API and Bidsketch in Notis once.
  • 2Create an automation for reviewed content cleanup.
  • 3Tell Notis to validate the supplied account context and delete only the listed Bidsketch sections that are explicitly approved as retired.
  • 4Pick a recurring schedule and report channel.
  • 5Test with one confirmed retired section.

Questions about this workflow

Does it decide what is retired?

Provide the approved section IDs or a clear retirement list for Notis to use.

Can it affect proposal sections already in use?

Ask Notis to check your supplied usage information and stop when usage is uncertain.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 44API to Bidsketch. A trigger fires from one place; an action lands in another.

44API triggers

Bidsketch actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Tool to create a client. use when adding a new client record to bidsketch.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

Delete Proposal

Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.

ActionInstant

Delete Proposal Fee

Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.

ActionInstant

Delete Proposal Section

Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.

ActionInstant

Delete Section

Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.

ActionInstant

Delete Webhook

Tool to delete a webhook. use after obtaining the webhook id to remove it.

ActionInstant

Connect any two apps with Notis in the middle.

44API and Bidsketch, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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