Keep proposal sections aligned with current messaging
A small scheduled copy pass keeps important sections consistent as your offer evolves.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Old positioning remains in proposals because section updates compete with urgent client work.
- Keep messaging current
- Reduce repeated manual edits
- Apply approved copy consistently
Setup
Build it in a few focused steps.
- 1Connect 44API and Bidsketch in Notis once.
- 2Create an automation for approved copy refreshes.
- 3Tell Notis to validate the supplied VAT context, inspect the specified section, and apply the approved name or content update.
- 4Pick a recurring schedule and report channel.
- 5Test with one section.
Questions about this workflow
Does it rewrite copy freely?
No. Supply the approved wording or explicit editorial instructions.
Can it update multiple sections?
Yes, list the section identifiers and approved changes in the prompt.
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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