Track your Bidsketch proposal volume at a glance
Keep a lightweight pulse on proposal volume without manually tallying the account.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Stats
Returns the total number of proposals in the account.
Why this helps
A quick count of proposals can still take a context switch when you need to open the app and check.
- Receive the proposal count from Bidsketch in a run report.
- Make recurring volume checks easy to scan.
- Avoid manual tallying.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and instruct Notis to retrieve proposal statistics and report the available counts.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Run once and confirm the reported statistics match Bidsketch.
Questions about this workflow
Can it show trends over time?
It can compare counts across runs only if those prior run results are available to the automation. Otherwise it reports the current statistics returned.
Does it include statuses or values?
This action retrieves proposal statistics. Do not assume it returns details beyond the available statistics.
Can I use it as a full sales report?
It is a lightweight proposal count snapshot, not a complete sales analysis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Bidsketch. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Permanently deletes a client and all their proposals.
Create Proposal
Creates a proposal for a client.
Delete Fee
Deletes a saved fee.
Delete Proposal
Deletes a proposal and all its content.
Delete Proposal Fee
Deletes a fee from a proposal.
Delete Proposal Section
Deletes a section from a proposal.
Delete Section
Permanently deletes a saved section.
Connect any two apps with Notis in the middle.
Ai ml api and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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