Keep proposal volume visible with a recurring check
Get a quick pulse on proposal volume without opening another dashboard.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Stats
Returns the total number of proposals in the account.
Why this helps
A growing proposal queue is easy to overlook when updates are scattered across tools and tasks.
- Receive a recurring proposal count from Bidsketch statistics.
- Add relevant lead context when the connected data provides it.
- Keep workload awareness in a report channel you already use.
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 report the Bidsketch proposal statistics and include relevant AccuLynx context only when available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test once and confirm the count and any context come from returned data.
Questions about this workflow
Does this show proposal value or win rate?
The listed action returns proposal statistics and is described as providing total proposal count. No proposal value or win-rate fields are specified.
Can Notis compare the count with a prior period?
Only if the prior-period baseline is supplied or accessible in returned data. The action description does not promise historical comparisons.
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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