See proposal progress for a Bidsketch client at a glance
Get a focused report for one client instead of scanning the full proposal list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Client Proposals
Lists proposals for a specific client.
Why this helps
When a client has several proposals, checking each one individually makes follow-up harder to manage.
- Focus the review on proposals for a specific client.
- Summarize returned status data in a run report.
- Make client follow-up easier to prepare.
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 and summarize proposals for the identified client.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Run once for a real client and verify the proposals and summary.
Questions about this workflow
What does this workflow need to identify the client?
Provide a client identifier that lets the automation select the intended Bidsketch client.
Does it send follow-ups?
No. It retrieves and summarizes proposals for the client; it does not send messages.
What if a client has no proposals?
The run can report that no proposals were returned for the identified client.
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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