Get a fast proposal volume pulse
Start pipeline reviews with one reliable count instead of manual tallying.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Stats
Tool to get proposal statistics. use when you need the total count of proposals for the account.
Why this helps
Proposal volume is hard to gauge when account data is inconsistent or spread across systems.
- Reduce reporting effort
- Create a consistent review rhythm
- Spot volume changes early
Setup
Build it in a few focused steps.
- 1Connect 44API and Bidsketch in Notis once.
- 2Create an automation for the pipeline pulse.
- 3Tell Notis to validate the supplied account data, retrieve Bidsketch proposal statistics, and summarize the result.
- 4Pick a recurring schedule and report channel.
- 5Test with one reporting period.
Questions about this workflow
What does the stats action return?
It returns proposal statistics available from Bidsketch for the account.
Does it forecast revenue?
No. Ask Notis to report the available counts and provide any forecasting assumptions separately.
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.
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.
44API and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Bidsketch.