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Notis

Look up a Bidsketch proposal from Ably

Get the details for a specific proposal without switching apps to search for it.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Proposal

Tool to get a proposal by id. use when you need detailed information for a specific proposal after obtaining its id.

Why this helps

Someone asks about a proposal by ID, and finding the record interrupts the work already in progress.

  • Retrieve a specific proposal without a manual search.
  • Keep proposal questions connected to their Ably context.
  • Catch missing or invalid IDs before relying on the result.

Setup

Build it in a few focused steps.

  • 1Connect Ably and Bidsketch once in the Notis portal.
  • 2Create an automation in the portal or describe the outcome to Notis in plain language.
  • 3Ask Notis to retrieve the Bidsketch proposal matching the ID in the Ably message and summarize the returned details.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real proposal ID.

Questions about this workflow

Does the message need a proposal ID?

Yes. This workflow looks up a specific proposal, so the Ably message must supply its ID.

Can it change the proposal?

No. This workflow retrieves proposal details. Use a separate automation for an explicitly requested update.

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.

TriggerScheduled

Create Client

Tool to create a client. use when adding a new client record to bidsketch.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

Delete Proposal

Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.

ActionInstant

Delete Proposal Fee

Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.

ActionInstant

Delete Proposal Section

Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.

ActionInstant

Delete Section

Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.

ActionInstant

Delete Webhook

Tool to delete a webhook. use after obtaining the webhook id to remove it.

ActionInstant

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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