Find a client's proposals from a WhatsApp request
When a request arrives in chat, let Notis retrieve that client's proposal list and send the results to your chosen report channel.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Client Proposals
Tool to list proposals for a specific client. use after confirming the client id exists.
Why this helps
A quick question about proposal progress can turn into a distracting search across apps.
- Answer proposal lookup requests with less manual searching.
- Keep the client context attached to the request.
- Flag uncertain client matches before reporting results.
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 use the incoming WhatsApp request to identify the client, retrieve that client's Bidsketch proposals, and report the results.
- 4Pick the Notis webhook trigger and select where run reports should go.
- 5Test with one real request that names an existing client.
Questions about this workflow
Can this look up proposals if the message only has a first name?
Only when the client can be matched reliably. Otherwise, the automation should report that clarification is needed.
Can the workflow send a WhatsApp reply?
The listed target actions are for Bidsketch, so this workflow reports results to the selected Notis report channel.
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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