Review a specific fee when project details change
Bring the relevant cost line into a focused review instead of reopening the entire proposal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal Fee
Retrieves details about a specific proposal fee.
Why this helps
A change to one project detail can leave a related fee uncertain and prompt a time-consuming proposal search.
- Retrieve details for a specific fee item.
- Compare the returned details with project changes supplied to Notis.
- Keep fee review focused on the item that may need attention.
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 identified proposal fee and summarize its relevance to the supplied project update.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real update and a known proposal fee id.
Questions about this workflow
Does this change the fee?
No. It retrieves a fee for review. Updating a proposal fee requires a separate action.
Can it tell whether the fee is still correct?
It can compare details that are present in the fee and the supplied project information. Any unstated pricing rules must be provided separately.
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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