Check Bidsketch proposal fees from an email
See the fee items for the proposal a client is asking about without hunting through the record.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Proposal Fees
Tool to list all fees for a proposal. use after confirming the proposal id exists; supports pagination.
Why this helps
Pricing questions are hard to answer quickly when proposal line items are in another app and the right record is not at hand.
- Retrieve fee items tied to the referenced proposal.
- Keep pricing context near the incoming client question.
- Flag emails where the proposal reference is unclear.
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 list fees for the proposal only when the email identifies it clearly, and to summarize returned fee items in the run report.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one actual pricing question and verify the returned fee list.
Questions about this workflow
Does this retrieve every fee in the account?
No. It lists fees for a specific proposal, based on the proposal id.
Does it change prices?
No. Get Proposal Fees is a lookup action and does not modify line items.
Can it answer a question about a fee's detailed properties?
The listed action returns a proposal's fee list. Ask Notis to report the returned details and review the record if you need more context.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.