Inspect selected proposal fee lines on a schedule
Give high impact proposal cost lines a clear review point.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Fee
Tool to get a single fee item for a proposal. use when you need detailed information about a specific fee before updating or displaying it.
Why this helps
Specific fee lines can be overlooked when a proposal is reviewed only at a summary level.
- Focus attention on key line items
- Support precise approvals
- Reduce overlooked costs
Setup
Build it in a few focused steps.
- 1Connect 1Password and Bidsketch in Notis.
- 2Create an automation for selected proposal fee line reviews.
- 3Tell Notis which proposal fee references to retrieve and how to summarize exceptions.
- 4Choose a recurring Notis schedule and report channel.
- 5Run one test with a real proposal fee reference.
Questions about this workflow
What reference is needed?
Provide the proposal fee identifier required by the action.
Can it review every fee line?
Use the proposal fees list action when you need all fee lines.
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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