Update a proposal after risk approval
Move cleared work forward without retyping approved changes.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Proposal
Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
Why this helps
Approved updates can stall between compliance review and proposal editing.
- Reduces approval lag
- Keeps changes traceable
- Removes duplicate editing
Setup
Build it in a few focused steps.
- 1Connect 21risk and Bidsketch once.
- 2Create an approved change automation.
- 3Tell Notis to update the referenced proposal only when the incoming review states the required approval and changes.
- 4Select the webhook trigger and report destination.
- 5Test with one approved case.
Questions about this workflow
Can this be restricted to approved reviews?
Yes, state the approval condition in the automation instruction.
What if the requested change is unclear?
Ask Notis to report the ambiguity instead of editing.
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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