Get a scheduled view of your Bidsketch proposals
Replace a scattered status check with one scheduled summary of the proposals currently in Bidsketch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Lists all proposals in the account.
Why this helps
Proposal status checks can become another recurring task that gets postponed until a follow-up is already late.
- See the current proposal list in one recurring report.
- Reduce manual context switching into Bidsketch.
- Use the returned proposal data without assuming unavailable history or baselines.
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 pipeline review.
- 3Tell Notis to fetch Bidsketch proposals and summarize the returned statuses, calling out any details the data does not provide.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real run and check the summary against Bidsketch.
Questions about this workflow
Does this compare proposal status changes over time?
Only if you provide or store a prior baseline. The listed action retrieves proposals, but does not establish a status history.
Can I choose when it runs?
Yes. Select a recurring schedule in the automation setup.
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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