Check one proposal section against project changes
Focus a review on the section most likely to need attention after a project update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal Section
Retrieves a specific section from a proposal.
Why this helps
Finding one section in a proposal takes time when only a small part of the project has changed.
- Retrieve details for a specific proposal section.
- Compare the section with project changes included in the request.
- Keep the review focused on the content most likely to be affected.
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 identified proposal section and flag possible conflicts with the supplied project details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project update and a known section id.
Questions about this workflow
Will this update the section?
No. It retrieves the section and reports possible conflicts. Updating it requires a separate action.
What does the request need to identify?
It must provide enough context to identify the proposal section and the project details to compare.
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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