Know which proposal templates are available
Get a scheduled inventory of the Bidsketch templates available to your team before preparing new work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Templates
Lists proposal templates saved in the account.
Why this helps
Searching for the right proposal starting point takes attention away from the client brief.
- See available templates in a recurring summary.
- Reduce time spent searching before proposal work.
- Base the inventory on templates returned by Bidsketch.
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 list and summarize the available proposal templates.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the inventory matches Bidsketch.
Questions about this workflow
Does this workflow create a proposal from a template?
No. It lists available templates. Creating a proposal from a specific template is not specified by the listed action details.
Can it tell me which template best fits a project?
It can compare returned template information with criteria or a project brief you provide, but it should flag insufficient information.
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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