Make reusable proposal fees easier to review
See what reusable fees are available before building the next proposal.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Fees
Lists all saved fees in the account.
Why this helps
Remembering which fees are already saved can add unnecessary browsing when a proposal needs to get started.
- List saved fees on a recurring schedule.
- Summarize potentially relevant fees using project details when available.
- Reduce time spent searching before proposal preparation.
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 list saved Bidsketch fees and summarize options relevant to project details available from AccuLynx.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real project example and verify fee details against returned data.
Questions about this workflow
Will this add fees to a proposal?
No. It reviews saved fees only. Adding a fee to a proposal requires a separate action.
Can it calculate a project price?
The listed Get Fees action retrieves saved fees. No price calculation action is specified.
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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