Look up one saved fee when you need its details
Bring a reusable fee's current details into your prep report so you can answer internal questions without a separate search.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Fee
Retrieves details about a specific fee.
Why this helps
A quick pricing reference can become a distraction when the saved fee is hard to locate.
- Retrieve one saved fee using a confirmed ID.
- Keep proposal preparation focused on the relevant pricing item.
- Report returned details without assuming the fee is used in a proposal.
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 saved fee lookup.
- 3Tell Notis to retrieve the saved fee identified in the request and summarize its returned details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real saved fee ID and verify the result in Bidsketch.
Questions about this workflow
Does this retrieve fees already attached to a proposal?
No. This action retrieves a saved account fee. Proposal fees use a separate action.
Does the lookup change the fee?
No. It only retrieves fee details.
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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