Bring proposal fee details into your next client conversation
Get the fee lines for a proposal into a focused review report, so you can prepare without searching through the account.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal Fees
Lists all fees for a proposal.
Why this helps
Fee details are easy to overlook when proposal context is split across client conversations and account screens.
- Retrieve fees for a specific proposal.
- Prepare for a conversation using the current returned fee details.
- Avoid suggesting pricing changes without an explicit instruction.
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 proposal fee review.
- 3Tell Notis to retrieve and summarize fees for the confirmed proposal ID in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real proposal and compare the returned fee lines with Bidsketch.
Questions about this workflow
Does this update or remove fees?
No. It lists the proposal's fees. Updating or deleting a fee is a separate action.
Can I use it to calculate new pricing?
The workflow reports returned fee details. Any pricing decision or missing rate information must be supplied explicitly.
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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