Keep proposal volume visible without opening a dashboard
Ask Notis for a recurring count of proposals so you can keep a simple pulse on activity alongside your AimTell growth work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Stats
Returns the total number of proposals in the account.
Why this helps
When proposal volume is tracked in a separate account, it is easy to miss a change in workload or sales activity.
- Make proposal volume easy to scan on a chosen cadence.
- Keep the report grounded in Bidsketch's returned statistics.
- Avoid treating a single count as a trend without historical data.
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 volume pulse.
- 3Tell Notis to retrieve Bidsketch proposal statistics and report the returned count clearly.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test one run and confirm the reported count with Bidsketch.
Questions about this workflow
Does the report show growth over time?
A trend needs multiple dated observations or a supplied baseline. This action provides proposal statistics for the current run.
Can this create proposals too?
No. This workflow retrieves proposal statistics. Proposal creation is a separate Bidsketch action.
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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