Bring proposal content and project context into one brief
Get the full proposal and relevant project details together before a review or handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal Content
Retrieves a proposal with all its sections and fees.
Why this helps
Preparing for a proposal review often means opening the proposal and tracking down project context separately.
- Fetch proposal content, including sections and fees, in one call.
- Combine that content with project details present in the webhook request.
- Prepare a concise brief for a review or handoff.
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.
- 3Tell Notis to retrieve the identified proposal's full content and prepare a brief using the project context in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project request and a known proposal.
Questions about this workflow
Does the brief include all proposal sections and fees?
The Get Proposal Content action is described as returning a proposal with all its content, including sections and fees.
Can it fill in missing project details?
No. Notis can only use details returned by AccuLynx or provided in the webhook request.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.