Review proposals for a client from an AnyDB request
Get the proposal history for a client when an AnyDB workflow signals that you need it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Client Proposals
Lists proposals for a specific client.
Why this helps
Finding a client's proposals can interrupt the work already underway in a database workflow.
- Retrieve proposals for a specific client when needed.
- Keep a client review tied to the request that initiated it.
- Avoid scanning the full proposal list.
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 client identifier in the request to retrieve that client's Bidsketch proposals and summarize the returned details.
- 4Choose a webhook trigger and configure AnyDB to send the client identifier with the request.
- 5Choose where run reports go, then test with one real client.
Questions about this workflow
What client identifier should the request include?
Include an identifier that lets Notis locate the intended Bidsketch client. The action requires the client to be identified.
Does it retrieve proposals for every client?
No. It retrieves proposals for the client identified in the request.
Will it change proposal records?
No. This workflow retrieves and summarizes the client's proposals.
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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