Review saved Bidsketch fees from an email request
Bring your saved pricing options into view when an inquiry or internal request asks what is available.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Fees
Tool to list all the fees for the account. use when you need to fetch every saved fee.
Why this helps
Remembering which fees are saved in the account adds needless searching when preparing to discuss pricing.
- Retrieve saved fee options on demand from an email request.
- Reduce manual searching before discussing pricing.
- Keep the returned list connected to the request that triggered it.
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 saved fees only when the email explicitly asks about available pricing items, then summarize the returned list.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real pricing options request and inspect the run report.
Questions about this workflow
Does this add a fee to a proposal?
No. Get Fees retrieves saved fees for the account; it does not add or change them.
Does it include only fees for a particular client?
The listed action retrieves all saved fees for the account, not a client-specific subset.
Can Notis select the right fee?
It can summarize the returned options against criteria you provide, if the relevant fee details are available in the returned data.
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.