Fetch the right Bidsketch proposal from an email reference
Bring the proposal details into the same workflow as the message that prompted you to look them up.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Proposal
Tool to get a proposal by id. use when you need detailed information for a specific proposal after obtaining its id.
Why this helps
A client references a proposal in email, but finding the correct record interrupts the flow of replying.
- Retrieve a proposal using a clear reference in the email.
- Reduce manual searching before preparing a response.
- Report missing or ambiguous identifiers for follow-up.
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 fetch a proposal only when the email contains a reliable proposal id or other supported identifier; report unclear references for review.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real email that names a known proposal and verify the returned details.
Questions about this workflow
Can Notis search by any description in the email?
The listed action gets a proposal by id. The workflow should use a supported identifier when available and report references that are not enough to identify a proposal.
Does this change the proposal?
No. Get Proposal retrieves details without updating the proposal.
Will it reply to the sender?
No. This workflow places the retrieved context in the run report for you to use.
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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