Apply approved scope revisions to Bidsketch proposals
Keep an approved change from getting lost between a decision and the proposal record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Proposal
Updates the details of a specific proposal.
Why this helps
Approved scope changes often require a second round of manual edits in the proposal system.
- Carry approved changes directly into the proposal record.
- Reduce missed edits after scope decisions.
- Keep proposal updates tied to the submitted revision.
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 update the identified proposal using the approved revision details.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Submit one real approved revision and verify the updated proposal in Bidsketch.
Questions about this workflow
What does the request need?
Include the proposal identifier, the approved change, and the intended updated details.
Can the automation rewrite proposal content?
The listed Update Proposal action updates proposal details. Do not assume it edits proposal sections or fees.
Should unapproved changes be sent?
This workflow is intended for approved revisions. Include the approval decision in the request and review the run result.
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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