Get a proposal snapshot with recent chat context
Bring your Bidsketch proposal list and recent 2chat context into one scheduled report to make follow-up easier to plan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Tool to retrieve all proposals for the account. use when you need an overview of existing proposals.
Why this helps
Proposal lists and client conversations live in separate places, making it hard to spot who needs attention.
- See the proposal overview in a recurring report.
- Add relevant context from recent conversations when available.
- Make follow-up planning easier without searching both apps.
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 retrieve the Bidsketch proposal list, review recent 2chat conversations for relevant client context, and summarize the combined results.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Review one report and confirm that its proposal and chat context are relevant.
Questions about this workflow
Does the workflow update or send proposals?
No. It retrieves the proposal list and prepares a report; it does not change proposal records.
Can it include proposal history from WhatsApp?
It can include conversation details available from 2chat. Any history or baseline not available there must be supplied separately.
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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