Get the full contents of a Bidsketch proposal in one handoff
When a prospect conversation needs more than a status, ask Notis to retrieve the proposal content and its included sections and fees.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal Content
Retrieves a proposal with all its sections and fees.
Why this helps
Reconstructing a proposal from separate screens adds unnecessary context switching during a client conversation.
- Retrieve proposal details, sections, and fees in one action.
- Make proposal review easier during a handoff.
- Work from a confirmed proposal ID and returned content.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for full proposal context.
- 3Tell Notis to retrieve the full content for the proposal ID in the request and summarize its sections and fees.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real proposal ID and compare the returned contents with Bidsketch.
Questions about this workflow
Does this edit the proposal?
No. It retrieves the proposal with its content, sections, and fees.
Can it retrieve a proposal based only on a subscriber?
The action requires a proposal ID. Include a confirmed ID in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Bidsketch. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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