Check the Bidsketch proposal count from email
Get a quick count when someone asks how many proposals are in the account.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Proposal Stats
Tool to get proposal statistics. use when you need the total count of proposals for the account.
Why this helps
Even a simple count can require a context switch and manual tally when a quick answer is needed.
- Retrieve proposal statistics for a clear count request.
- Avoid manual counting across proposal records.
- Keep the count with the request in the run report.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Bidsketch once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in a channel or in Automations, New Automation.
- 3In one instruction, ask Notis to retrieve proposal statistics only when an internal email explicitly requests the total and report the returned count.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real internal count request and confirm the reported statistic.
Questions about this workflow
Does this return proposal details too?
The listed action retrieves proposal statistics. Use the proposal list lookup if you need an overview of individual records.
Will it answer the sender directly?
No. The returned count appears in the Notis run report for you to use.
Can it compare the count to a past month?
Only if you supply the prior count or another baseline. The listed action provides proposal statistics, not historical comparisons.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Bidsketch. A trigger fires from one place; an action lands in another.
Agent mail triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
New Email Received
Trigger for new emails in an AgentMail inbox
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Agent mail and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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