Create a proposal from an approved AnyDB brief
Move from an approved project brief to a proposal draft without rebuilding the context by hand.
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
Once a brief is approved, proposal setup can stall while someone copies its context into another tool.
- Start proposal drafting from an approved brief.
- Carry the brief context into the proposal request.
- Avoid creating proposals from unreviewed submissions.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis in one instruction to use the submitted brief and create a Bidsketch proposal only when the brief is marked approved and identifies the client.
- 4Choose a webhook trigger and configure the AnyDB workflow to send the approved brief.
- 5Choose where run reports go, then test with one real approved brief.
Questions about this workflow
Does Notis know which AnyDB field means approved?
Notis can use approval information included in the webhook payload. If the payload does not include it, supply that condition in the instruction or workflow input.
Does this send the proposal to the client?
No. This action creates a proposal in Bidsketch; it does not send it.
What if the client is not in Bidsketch yet?
The instruction can ask Notis to report that the client is missing rather than create a proposal without a confirmed client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Bidsketch. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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