Inspect one Bidsketch proposal fee from email
Bring the exact fee item a message refers to into your review context.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Proposal Fee
Tool to get a single fee item for a proposal. use when you need detailed information about a specific fee before updating or displaying it.
Why this helps
Finding one line item inside a proposal takes extra navigation when a client asks about a particular charge.
- Retrieve a specific fee item within a proposal.
- Keep proposal and fee context together in the report.
- Avoid acting on a similarly named line item by requiring a clear reference.
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 fee only when both the proposal and fee item are clearly identified, and report any ambiguity.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with a real message about a known proposal fee and confirm the details.
Questions about this workflow
How is this different from listing proposal fees?
This workflow retrieves one fee item for a proposal; the list action retrieves all fee items for that proposal.
Does it update the line item?
No. Get Proposal Fee returns details for review.
What if the email identifies the proposal but not the fee?
Ask Notis to report that the specific fee item is unclear; use the proposal fee list to review options separately.
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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