Turn an approved estimate into a proposal draft
Move from approved estimate to proposal draft without recreating the core project context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Proposal
Creates a proposal for a client.
Why this helps
Re-entering estimate details into a proposal creates avoidable admin after the client has already approved the direction.
- Reuse approved estimate details in proposal creation.
- Reduce re-entry between sales steps.
- Keep the next action tied to the client's approved direction.
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 create a proposal draft from the approved estimate and client context.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Send one real approved estimate and review the created proposal in Bidsketch.
Questions about this workflow
What should the estimate include?
Include the client identity, approved work, and the estimate details that should inform the proposal.
Does it create fee line items?
This workflow uses Create Proposal. It does not add proposal fees.
Does it send the proposal?
No. It creates a proposal draft for your review.
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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