Check proposal context before planning client creative
Start with a campaign request, identify the client, and have Notis gather the associated proposals for context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Client Proposals
Lists proposals for a specific client.
Why this helps
Starting creative work without checking existing proposals can leave important client commitments out of view.
- Bring existing proposal context into a campaign request.
- Reduce context switching before client work.
- Flag missing or ambiguous client identifiers for review.
Setup
Build it in a few focused steps.
- 1Connect Abyssale and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to find the client's proposals using the identifier supplied in each request and summarize returned details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client request and verify the proposal list.
Questions about this workflow
Does a campaign request automatically come from Abyssale?
No Abyssale trigger event is listed. An external tool or backend must send the request to Notis.
What should happen if no client id is supplied?
Tell Notis to report the missing identifier and avoid guessing which client to search.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abyssale to Bidsketch. A trigger fires from one place; an action lands in another.
Abyssale 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
Creates a proposal for a client.
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.
Abyssale and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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