Find available Bidsketch templates from an inquiry
See the proposal starting points you already have saved before deciding how to respond to a new lead.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Templates
Tool to list all proposal templates saved for the account. use when you need to fetch available templates before creating a new proposal.
Why this helps
Choosing a starting point for a proposal can turn into a search through saved templates while the inquiry waits.
- Retrieve saved proposal templates when a lead asks about next steps.
- Review available starting points without searching manually.
- Keep the inquiry and template list in one run report.
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 templates when a new inquiry asks about proposal options, then summarize the returned list for your review.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real inquiry that asks about proposal options and review the template list.
Questions about this workflow
Does this create a proposal from a template?
No. The listed action retrieves available templates. Proposal creation is not among the provided Bidsketch actions.
Will it recommend a template?
Notis can summarize returned template information. If you want a recommendation, include your selection criteria in the instruction and rely only on details the lookup provides.
What if the sender does not ask about proposal options?
The instruction can tell Notis to run this lookup only when that intent is explicit.
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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