Reconcile an Adrapid proposal export with Bidsketch
Keep a supplied Adrapid proposal export aligned with the full Bidsketch account list.
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 exports can drift from the account record when updates happen in separate tools.
- Spot missing or unexpected proposal records
- Review account wide proposal data on a cadence
- Keep export based handoffs accountable
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Bidsketch in the Notis portal.
- 2Create a scheduled automation and state that each run receives an Adrapid export containing proposal IDs and review context, then retrieves all Bidsketch proposals for comparison.
- 3Choose the recurring schedule and provide the current export to the run.
- 4Select a report channel, test with one export, and review the comparison report.
Questions about this workflow
Does Bidsketch return only the IDs in the export?
No. The action retrieves all proposals for the account. Notis compares that complete result with the proposal IDs supplied in the Adrapid export.
Where does the export come from?
Someone or an external Adrapid process must supply the real export payload. Adrapid has no listed native trigger here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Bidsketch. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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