Bring full proposal context into a client review
Review the proposal's content and pricing context from the AnyDB request that prompted the check.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal Content
Retrieves a proposal with all its sections and fees.
Why this helps
A status alone may not provide enough context when a client review requires checking proposal content and fees.
- Retrieve proposal content with its sections and fees in one action.
- Tie a detailed review to an AnyDB request.
- Reduce context switching when preparing a client update.
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 retrieve the full content for the proposal identified in the request and summarize its sections and fees.
- 4Choose a webhook trigger and configure AnyDB to send the proposal identifier.
- 5Choose where run reports go, then test with one real proposal.
Questions about this workflow
Does this retrieve every proposal?
No. The request should identify the proposal to review.
Does it change the proposal?
No. It retrieves the proposal content for review.
Will it summarize client context that is not in the proposal?
Only if you provide that context in the request or make it available to the run.
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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