Get a client's proposal overview from an Ably request
Answer client proposal questions without searching Bidsketch by hand.
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 status question turns into a context switch and a manual hunt through proposals.
- Reduce interruptions to look up proposal records.
- Get a proposal list tied to the requested client.
- Surface unclear or missing client identity for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Ably and Bidsketch once in the Notis portal.
- 2Create an automation in the portal or tell Notis the outcome in plain language.
- 3Ask Notis to use the client identity in an Ably request to find the Bidsketch client and retrieve that client's proposals.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real client status request.
Questions about this workflow
What information should the Ably request include?
Include a client identifier that can be matched reliably, such as the client's name or email.
Does this send a reply to the client?
No. It retrieves the client's proposals for the automation's result or report. The listed Bidsketch actions do not include sending a follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Bidsketch. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.