Review saved Bidsketch fees each month
Keep reusable pricing components easier to trust.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Fees
Tool to list all the fees for the account. use when you need to fetch every saved fee.
Why this helps
Old saved fees can remain in the library long after pricing or scope changes.
- Spot outdated fees
- Reduce pricing mistakes
- Make proposal setup safer
Setup
Build it in a few focused steps.
- 1Connect 1Password and Bidsketch in Notis.
- 2Create an automation for the monthly fee library review.
- 3Tell Notis to list saved fees and flag records that match your review criteria.
- 4Choose a monthly Notis schedule and report channel.
- 5Run one test review and confirm the exceptions.
Questions about this workflow
Will it delete old fees?
No. It reports candidates unless you separately instruct a deletion action after confirmation.
Can it check custom fee units?
Yes, if the returned fee details include the unit.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Bidsketch. A trigger fires from one place; an action lands in another.
1password 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.
1password and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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