See relevant proposals alongside recent client chats
Start your day with a scheduled review that brings relevant Bidsketch proposal lists into a report tied to recent WhatsApp conversations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Client Proposals
Tool to list proposals for a specific client. use after confirming the client id exists.
Why this helps
Finding the right proposal means remembering a client's name, switching apps, and searching again.
- Reduce app switching during a conversation review.
- Surface proposals for clients referenced in recent chats.
- Give a concise report to guide follow-up.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review recent 2chat conversations, match clearly identified clients, retrieve their Bidsketch proposals, and report the results.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Review one report against a real client conversation and proposal list.
Questions about this workflow
Does this change proposal status?
No. It retrieves a client's proposals and reports them; it does not update them.
What if a chat mentions a client ambiguously?
The prompt should ask Notis to flag unclear matches for review rather than retrieve proposals for a guessed client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Bidsketch. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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