Get a specific proposal's current Bidsketch details
Bring a proposal's current details into the moment you need them, without searching through the Bidsketch account by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal
Retrieves details about a specific proposal.
Why this helps
Finding a specific proposal during a fast-moving prospect conversation creates extra steps and breaks focus.
- Retrieve details for a proposal using its confirmed ID.
- Make proposal context available in the run report.
- Avoid implying a status change or history that the action does not return.
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 a proposal status lookup.
- 3Tell Notis to fetch the Bidsketch proposal identified in the request and summarize the returned details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real proposal ID and verify the result in Bidsketch.
Questions about this workflow
Does this notify the prospect about a status?
No. It fetches proposal details for your report; it does not send a follow-up.
What if the proposal ID is missing?
Instruct Notis to report that the ID is required and not guess which proposal to retrieve.
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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