Check a proposal's opening sections against the project
Review the sections clients see first with the scope details close at hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal Sections
Lists all sections in a proposal.
Why this helps
Opening content can become stale as project scope changes, but remembering to check it adds another review step.
- Retrieve all opening sections for an identified proposal.
- Compare returned content with supplied project scope.
- Surface potential edits before the proposal moves forward.
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 proposal's opening sections and flag content that may not match the supplied scope.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real proposal and scope request, then review the findings.
Questions about this workflow
Does this edit proposal sections?
No. It retrieves the opening sections and reports potential mismatches. Editing requires a separate action.
Can it assess scope details that are not in the request?
No. The review depends on scope information returned by AccuLynx or included in the webhook request.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.