Choose the right proposal starting point
Give your agent verified company context before it recommends a proposal template.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Templates
Tool to list all proposal templates saved for the account. use when you need to fetch available templates before creating a new proposal.
Why this helps
Template choice becomes guesswork when intake details are incomplete.
- Shorten proposal preparation
- Use consistent template decisions
- Keep recommendations traceable
Setup
Build it in a few focused steps.
- 1Connect 44API and Bidsketch in Notis once.
- 2Create an automation for template recommendations.
- 3Tell Notis to validate the VAT ID, list Bidsketch templates, and recommend one based on the request you provide.
- 4Select the webhook trigger and report channel.
- 5Test with one real intake.
Questions about this workflow
Does it create a proposal from the template?
No. It lists templates and gives a recommendation for the next step.
What criteria can it use?
Provide the engagement type, scope, or other decision context in the request.
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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