Review proposal coverage by verified account
Make account reviews easier with one concise proposal snapshot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Tool to retrieve all proposals for the account. use when you need an overview of existing proposals.
Why this helps
Founders struggle to see which accounts have active, stale, or missing proposals.
- Spot stale proposal work
- Prepare account reviews faster
- Reduce manual status gathering
Setup
Build it in a few focused steps.
- 1Connect 44API and Bidsketch in Notis once.
- 2Create an automation for recurring proposal review.
- 3Tell Notis to validate the supplied VAT accounts, retrieve their Bidsketch proposals, and summarize the results.
- 4Pick the schedule and report destination.
- 5Test with one account group.
Questions about this workflow
What account list does it use?
Provide the VAT-verified account identifiers in the automation context or payload.
Can it send follow-ups?
This workflow only retrieves proposals; use an update workflow after reviewing the report.
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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