Check proposal details when project work changes
Get the current proposal details into the same update flow as your project work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal
Retrieves details about a specific proposal.
Why this helps
After project changes, finding the right proposal and checking its current state adds another context switch.
- Retrieve current details for a specific proposal.
- Use a project update as a prompt to check the related proposal.
- See the result in a report channel without manual searching.
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 and summarize its details when the webhook request includes a project update.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real update request and a known proposal id.
Questions about this workflow
Does this change the proposal?
No. Get Proposal retrieves details. Updating the proposal requires a separate action.
Can the workflow find the proposal from project details alone?
Only if the request or connected data provides enough information to identify the proposal.
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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