Apply confirmed proposal changes from WhatsApp
Turn a clear client request into a Bidsketch proposal update, with the proposal identified before any change is made.
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
A specific change requested in chat can be forgotten or applied to the wrong proposal when handled later.
- Capture explicit proposal changes while the request is fresh.
- Reduce the chance of losing a change request in chat.
- Require a clear proposal match before applying an update.
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 identify and retrieve the proposal named in the incoming WhatsApp request, then apply only the specific proposal detail changes clearly requested.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real, unambiguous request for an existing proposal and review the update.
Questions about this workflow
What if the request could refer to more than one proposal?
The automation should report that clarification is needed and avoid updating a proposal until it can identify the correct one.
Can this edit proposal sections or fees?
The available action updates proposal details. Section and fee changes use separate actions and are not part of this workflow.
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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