Recheck proposal work when Airtable views change
A renamed or retyped view can change how a team organizes its work. Use the event as a cue for Notis to fetch proposals and summarize relevant items for review.
Trigger
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Action
Get Proposals
Tool to retrieve all proposals for the account. use when you need an overview of existing proposals.
Why this helps
Proposal follow-up can get lost when a team changes the Airtable views it relies on to organize client work.
- Bring proposal status back into view after a workflow view changes.
- Reduce manual searching across the proposal account.
- Get a concise report of relevant proposal items to review.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Bidsketch once in Notis.
- 2Create an automation in the portal or by telling Notis what outcome you need.
- 3Ask Notis to retrieve Bidsketch proposals after the relevant view metadata change and summarize the proposals that appear relevant using only available context.
- 4Pick the Airtable View Metadata Changed trigger and choose where run reports should go.
- 5Test with one real view change and check the proposal summary.
Questions about this workflow
Can Notis tell which proposals belong to the changed view?
Only if the available Airtable and Bidsketch data provides enough context to connect them. Otherwise, have Notis report the proposals it retrieved without claiming a relationship.
Does this workflow update or send proposals?
No. It retrieves proposals for review and reports relevant information; it does not send or modify them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Bidsketch. A trigger fires from one place; an action lands in another.
Airtable triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
View Created
Triggers when a new view is created in an Airtable base.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
View Deleted
Triggers when a previously known Airtable view is deleted.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Airtable and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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