Review proposal records with confirmed address details
Set a regular moment to see which proposal records may need a client-detail check, with the review summarized in your chosen report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal
Retrieves details about a specific proposal.
Why this helps
Address corrections can be easy to miss when they arrive after proposal work has already started.
- Create a regular checkpoint for client detail quality.
- See potential mismatches in a concise run report.
- Catch records that need a person to review them before follow-up.
Setup
Build it in a few focused steps.
- 1Connect Addresszen and Bidsketch once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis the review you want from any channel.
- 3Ask Notis to retrieve a Bidsketch proposal and compare its client details with address information your connected process makes available, flagging uncertain matches for review.
- 4Choose a recurring schedule and where run reports should go.
- 5Run one example and check that the report clearly identifies any records needing attention.
Questions about this workflow
Does Addresszen automatically send changes to this scheduled workflow?
No Addresszen trigger events are listed. This schedule starts the workflow, and address information must be available through your connected process or supplied as input.
Can this safely update proposal or client records?
This workflow uses Get Proposal to review proposal details. It reports potential issues for review and does not update records.
What if the address history is unavailable?
Notis cannot compare against history it cannot access. Provide the confirmed address data through your connected process, or use the report to identify information that still needs checking.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Bidsketch. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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