Turn an agreed statement of work into a Bidsketch proposal
Carry the approved work description into a proposal draft without reformatting it by hand.
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
Transferring an agreed scope into a client facing proposal creates extra admin and risks omissions.
- Reuse agreed scope in a proposal draft.
- Reduce duplicate entry after scope approval.
- Give the proposal a clear, reviewable starting point.
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 from the submitted statement of work.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Submit one real statement of work and review the proposal created in Bidsketch.
Questions about this workflow
Should the statement of work be approved?
Yes, use the workflow for an agreed scope so the proposal draft reflects the intended work.
Will it create proposal sections and fees?
This workflow uses Create Proposal only. It does not add proposal sections or fees.
Does the new proposal go to the client?
No. It creates a proposal record for 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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