Review proposal status without a manual system sweep
Get a concise view of proposal work that may need your attention, based on the records available to Notis.
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 proposal status one record at a time makes it easy to miss a follow-up while switching between systems.
- Review proposal records on a recurring schedule.
- Use available lead context to make the summary more useful.
- See potential follow-up work in one report channel.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Ask Notis to review available Bidsketch proposal statuses with relevant AccuLynx context and report records that may need attention.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the report includes only supported status and lead details.
Questions about this workflow
Does this workflow send follow-ups to clients?
No. It reviews proposal data and reports potential follow-up opportunities; no email or follow-up sending action is listed.
Can it compare against a response deadline?
Only if a relevant deadline is present in the data supplied or returned by the connected apps. No deadline field is specified here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Bidsketch. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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