Review the Bidsketch proposal pipeline every week
Start the week knowing which proposals need your attention.
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
Proposal follow ups get lost when pipeline review depends on memory.
- Surface active opportunities
- Prioritize follow ups
- Reduce pipeline anxiety
Setup
Build it in a few focused steps.
- 1Connect 1Password and Bidsketch in Notis.
- 2Create an automation for the weekly proposal review.
- 3Tell Notis to retrieve all proposals and group the report by status or other returned details.
- 4Choose a weekly Notis schedule and report channel.
- 5Run one test review before relying on the cadence.
Questions about this workflow
Can it prioritize proposals?
Yes. Provide the prioritization rules in the automation instruction.
What if status data is absent?
Tell Notis to say which decisions cannot be made from the returned fields.
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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