Get a Bidsketch proposal overview from an email request
Turn a pipeline question into a proposal snapshot, without pausing to search through every record.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Proposals
Tool to retrieve all proposals for the account. use when you need an overview of existing proposals.
Why this helps
A simple status overview can take too long when proposals are spread across records and the request arrives in email.
- Retrieve account proposals in response to a clear overview request.
- Summarize returned records for quick scanning.
- Avoid mixing routine emails into reporting by using an explicit request instruction.
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 and summarize the Bidsketch proposal list only for an internal email explicitly requesting a pipeline snapshot.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real internal request and confirm the report reflects returned proposals.
Questions about this workflow
Will this send the snapshot back as an email?
No. The workflow summarizes the lookup in the Notis run report; the listed actions do not send an email.
Does it provide proposal statistics?
This workflow retrieves the proposal list. A separate Get Proposal Stats action is available if you need the account's total proposal count.
Can it decide which proposals are active?
It can only summarize information returned by Bidsketch. Ask Notis to use status data only if it is present in the returned records.
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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