Carry AccuLynx project changes into Bidsketch
Keep proposal details in step with project updates that matter to the customer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Proposal
Updates the details of a specific proposal.
Why this helps
Project changes can require proposal edits, but finding and updating the right proposal takes attention away from other work.
- Route supplied project changes into a known proposal.
- Reduce the chance that proposal details lag behind project updates.
- Make proposal maintenance easier to handle as part of the workday.
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 which supplied project changes should update a specific Bidsketch proposal.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project update and its associated proposal.
Questions about this workflow
Can Notis infer which proposal belongs to a project?
Only if the request or connected app data provides enough information to identify it. Include a reliable proposal identifier or matching context.
Does this workflow update every proposal for a client?
No. It uses Update Proposal for a specific proposal, so the request should identify the intended record.
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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