Capture full proposal content for risk review
Review the complete commercial record without opening another system.
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
Partial proposal views hide sections or fees that matter to risk decisions.
- Provides complete context
- Reduces repeated lookups
- Improves review consistency
Setup
Build it in a few focused steps.
- 1Connect 21risk and Bidsketch once.
- 2Create a full proposal review automation.
- 3Tell Notis to retrieve the complete proposal, including sections and fees, and summarize risk-relevant content.
- 4Choose the webhook trigger and report destination.
- 5Test with one proposal.
Questions about this workflow
Does this include fees?
Yes, this action returns proposal content with sections and fees.
Can the report omit sensitive details?
Yes, instruct Notis to include only the details needed for the review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Bidsketch. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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