Turn parsed project requests into proposal drafts
Give every structured project request a clear next step: a Bidsketch proposal draft based on the details provided.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Proposal
Creates a proposal for a client.
Why this helps
Project requests can sit in an inbox while you gather the same scope and client details again to start a proposal.
- Start proposal drafting from structured request details.
- Keep the proposed scope grounded in the source document.
- Surface missing client or scope details before creating a draft.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Bidsketch once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to create a Bidsketch proposal for each incoming parsed project request using only its supplied details, and report missing client or scope information.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real parsed request.
Questions about this workflow
Will this invent a price or scope that is absent from the request?
No. Instruct Notis to use only supplied details and flag missing information for your review.
Does this send the proposal to the client?
This workflow creates a proposal. The listed action does not send it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Bidsketch. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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