Review IoT related proposals on a schedule
Get a regular proposal overview that helps you pick up the next customer conversation quickly.
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 follow-up slips when founders have to reconstruct which opportunities matter and what device context they relate to.
- Get a recurring overview of proposals in Bidsketch.
- Use supplied customer or device context to make the review more useful.
- Reduce time spent reopening records to regain context.
Setup
Build it in a few focused steps.
- 1Connect Adafruit IO and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Bidsketch proposals and summarize IoT-related opportunities using the context you provide.
- 4Choose the schedule trigger and select where run reports should go.
- 5Run once with real account data and check that the report is useful.
Questions about this workflow
Does the schedule read Adafruit IO feeds automatically?
No Adafruit IO trigger or feed-reading action is listed here. Supply any device or customer context needed for the review.
What Bidsketch information is retrieved?
The selected action retrieves proposals for the account. Notis can summarize returned information in its run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Bidsketch. A trigger fires from one place; an action lands in another.
Adafruit IO 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.
Adafruit IO and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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