Get a regular proposal status snapshot
Have Notis fetch your Bidsketch proposals on a schedule and summarize the statuses the account returns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Lists all proposals in the account.
Why this helps
Proposal status checks are easy to postpone when they require reopening the same records again and again.
- See a recurring overview without manually opening proposals.
- Keep status review in a predictable routine.
- Surface the proposal information Bidsketch returns in one report.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for a proposal status snapshot.
- 3Describe that Notis should retrieve Bidsketch proposals and summarize returned statuses, noting any details the app does not provide.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and review the report.
Questions about this workflow
Does this change proposal statuses?
No. It retrieves proposals and summarizes the status information returned by Bidsketch.
Can the summary identify overdue proposals?
Only if Bidsketch returns suitable dates or status details. The workflow should not infer missing dates or history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Bidsketch. A trigger fires from one place; an action lands in another.
Abstract triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Permanently deletes a client and all their proposals.
Create Proposal
Delete Fee
Deletes a saved fee.
Delete Proposal
Deletes a proposal and all its content.
Delete Proposal Fee
Deletes a fee from a proposal.
Delete Proposal Section
Deletes a section from a proposal.
Delete Section
Permanently deletes a saved section.
Connect any two apps with Notis in the middle.
Abstract and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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