Review a proposal's fees without hunting through sections
Bring the cost lines into one focused review before you continue proposal work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal Fees
Lists all fees for a proposal.
Why this helps
Finding and reviewing proposal fees can take repeated navigation when project context lives elsewhere.
- Retrieve the fees for a known proposal.
- Summarize fee details alongside project context supplied to Notis.
- Make a focused fee review easier to complete.
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 fees for the identified proposal and summarize them using project details in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real proposal and check the fee details against Bidsketch.
Questions about this workflow
Can this change a fee?
No. It uses Get Proposal Fees to retrieve and summarize fees. Fee updates require a separate action.
What if a proposal has many fees?
The action supports pagination. The workflow should review the returned pages needed for the requested 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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