Keep your reusable Bidsketch fees visible
Give yourself a recurring overview of saved fee items so reusable pricing details are easier to find when preparing proposals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Fees
Lists all saved fees in the account.
Why this helps
Reusable fee details can be hard to recall when you are focused on the next prospect or proposal deadline.
- Review saved fee items without opening another account view.
- Prepare for proposal work with a current fee summary.
- Keep the report limited to details returned by Bidsketch.
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 saved fee review.
- 3Tell Notis to retrieve the saved Bidsketch fees and summarize the returned items for reference.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test the summary against the fee library currently saved in Bidsketch.
Questions about this workflow
Does this verify that fees are used in live proposals?
No. The saved-fees list does not by itself establish whether a fee is referenced in a live proposal.
Does the workflow change fee records?
No. It retrieves and summarizes the saved fees.
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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