Find a client's Bidsketch proposals from their email
Get the proposal context for a client request into one run report, ready for your reply.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Client Proposals
Tool to list proposals for a specific client. use after confirming the client id exists.
Why this helps
Finding a client's active or past proposals means leaving the inbox, searching Bidsketch, and rebuilding context before responding.
- Retrieve proposals for the client named in a message.
- Reduce app switching when answering client questions.
- Keep the proposal lookup attached to the triggering email run.
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 proposals for an existing client only when the email identifies the client clearly, then summarize the returned list in the run report.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real client email and verify the proposals in the report.
Questions about this workflow
Does this send a reply to the client?
No. The available Bidsketch action retrieves a client's proposals; it does not send email.
What if the sender does not match a known client?
Ask Notis to report that it could not confidently identify an existing client, rather than look up the wrong record.
Can the report include proposal details?
It can summarize the data returned by the client proposals lookup. The exact details depend on what Bidsketch returns.
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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