Turn confirmed pricing into a reusable Bidsketch fee
When pricing has been approved, have Notis add the reusable fee details to Bidsketch so they are ready for proposal work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Fee
Creates a reusable fee in the account.
Why this helps
Approved pricing can still require a manual setup step before it is available in the proposal workflow.
- Reduce manual entry for approved reusable fees.
- Keep creation grounded in explicit pricing details.
- Make custom fee units a required part of the instruction when applicable.
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 approved fee setup.
- 3Tell Notis to create a reusable Bidsketch fee only from the approved details you provide, including a unit for custom fees.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one approved fee definition and verify the saved fee in Bidsketch.
Questions about this workflow
Can the automation decide the price from campaign performance?
No. Supply approved pricing explicitly; campaign activity does not establish a fee amount.
What should I include for a custom fee?
Include the required unit along with the approved 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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