Review full proposal content from an Ably request
Bring proposal sections and fees into one review when a detailed check is needed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal Content
Tool to get a proposal with all its content (sections and fees). use when you need a full proposal in one call.
Why this helps
A full proposal review takes extra clicks when the content is spread across sections and fee lines.
- Get sections and fees together in one retrieval.
- Reduce clicks during proposal review.
- Keep the requested proposal tied to its originating message.
Setup
Build it in a few focused steps.
- 1Connect Ably and Bidsketch once in the Notis portal.
- 2Create an automation in the portal or state the outcome to Notis in plain language.
- 3Ask Notis to retrieve the full Bidsketch proposal, including sections and fees, for the proposal ID in the Ably message.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real proposal review request.
Questions about this workflow
What does full content include?
The Bidsketch action retrieves a proposal with its sections and fees.
Can Notis review against a checklist?
Yes, if you provide the checklist in the instruction or supplied context. Notis cannot apply a checklist that has not been provided.
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
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