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Notis

Review full Bidsketch proposal content from 1Password

Bring the complete proposal into a single review report.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Proposal Content

Tool to get a proposal with all its content (sections and fees). use when you need a full proposal in one call.

Why this helps

Reviewers lose time opening separate records for proposal text, sections, and fees.

  • Review one complete proposal response
  • Spot missing content sooner
  • Simplify internal approvals

Setup

Build it in a few focused steps.

  • 1Connect 1Password and Bidsketch in Notis.
  • 2Create an automation for complete proposal reviews.
  • 3Tell Notis to fetch the full proposal content for the webhook id and organize findings for review.
  • 4Choose the Notis webhook trigger and report channel.
  • 5Send one real proposal id to test the report.

Questions about this workflow

What does full content include?

The action returns the proposal together with its sections and fees.

Can Notis compare it to a checklist?

Yes, if you provide the checklist in the instruction or payload.

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.

TriggerScheduled

Create Client

Tool to create a client. use when adding a new client record to bidsketch.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

Delete Proposal

Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.

ActionInstant

Delete Proposal Fee

Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.

ActionInstant

Delete Proposal Section

Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.

ActionInstant

Delete Section

Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.

ActionInstant

Delete Webhook

Tool to delete a webhook. use after obtaining the webhook id to remove it.

ActionInstant

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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No card. Works with personal or business Bidsketch.