See your proposal pipeline in a scheduled summary
Get a recurring overview of the proposal statuses Bidsketch returns, so you can spot what needs attention.
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
Checking proposals one by one can make it harder to notice a status that needs follow-up.
- Bring returned proposal statuses into one scheduled review.
- Reduce repeated manual checking.
- Make proposals needing attention easier to notice.
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 retrieve proposals and summarize the returned status information, noting any unavailable details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and compare the summary with Bidsketch.
Questions about this workflow
Does this workflow send proposal follow-ups?
No. It retrieves and summarizes proposals. The listed Bidsketch actions do not include a specific send-follow-up action.
Can the summary include a past status change history?
Only if Bidsketch returns that history through the available action. Otherwise the workflow can report the status returned at run time.
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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