Get a regular overview of Bidsketch proposals
See the proposal landscape in one scheduled check-in, without opening records one by one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Lists all proposals in the account.
Why this helps
Proposal work can slip from view when status checks depend on remembering to open Bidsketch and scan the list.
- Get a recurring overview of proposals in one place.
- Reduce manual checking across proposal records.
- Use Notis to summarize the returned proposal information.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch once in the Notis portal.
- 2Create an automation and ask Notis to retrieve proposals and summarize the returned information.
- 3Pick the schedule trigger and choose where run reports should go.
- 4Set the schedule that fits your proposal review routine.
- 5Test with one run and confirm the overview reflects the proposals returned by Bidsketch.
Questions about this workflow
Can the overview include proposal history or a status baseline?
Only if that information is returned by Bidsketch or supplied by you. Notis cannot infer unavailable history or baselines.
Does this send follow-up messages?
No. The available action retrieves proposals; this workflow provides an overview for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Bidsketch. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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