Check the closing sections before a proposal is ready
Give the final sections a focused review with the relevant project terms in view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Proposal Closing Sections
Returns the closing sections for a proposal.
Why this helps
The last details in a proposal are easy to overlook when project terms change during a busy handoff.
- Retrieve closing sections for an identified proposal.
- Compare returned content with project terms included in the request.
- Make a final content review easier to act on.
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 retrieve the proposal's closing sections and flag possible inconsistencies with the supplied project terms.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real proposal and terms request, then review the findings.
Questions about this workflow
Will this modify the closing sections?
No. It retrieves the closing sections and reports potential issues. A separate update action is needed to make changes.
What terms can it check?
It can check terms returned by AccuLynx or included in the request. It cannot infer terms that were not provided.
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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