Start your review with a scheduled proposal overview
See the proposal list on a predictable schedule and spend less time finding the work that needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Tool to retrieve all proposals for the account. use when you need an overview of existing proposals.
Why this helps
Proposal status reviews get postponed when they require logging in and rebuilding context from scratch.
- Create a consistent starting point for proposal reviews.
- Reduce time spent locating proposal records.
- Summarize returned proposal data without assuming unavailable status history.
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 retrieve Bidsketch proposals on a schedule and summarize the returned information for review.
- 4Pick the Notis cron trigger and choose where run reports should go.
- 5Test with one real run and confirm the summary is useful.
Questions about this workflow
Does this workflow use Ably?
The scheduled trigger is Notis-native. Ably is not required for this proposal overview because the listed Bidsketch action retrieves proposals directly.
Can the summary show which proposals changed since the last run?
Only if change history or a baseline is provided. The listed action retrieves proposals, but the context does not guarantee historical comparisons.
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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