Save a reusable risk section in Bidsketch
Turn a one time approved clause into a reusable proposal building block.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Section
Tool to create a section. use when you need to add a new section to your account before including it in proposals.
Why this helps
Teams rewrite the same approved language across proposals.
- Reduces repeated drafting
- Preserves approved language
- Improves consistency
Setup
Build it in a few focused steps.
- 1Connect both apps in Notis.
- 2Create a reusable section automation.
- 3Tell Notis to create a Bidsketch section from approved risk language and name it clearly.
- 4Pick the webhook trigger and report destination.
- 5Test with one approved clause.
Questions about this workflow
Can Notis avoid duplicate sections?
Ask it to check existing sections before creating a new one.
Is this added to a proposal?
No, it creates a reusable account section.
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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