Include a proposal count in your planning review
Get the account's proposal total alongside your scheduled planning routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Stats
Returns the total number of proposals in the account.
Why this helps
A basic pipeline pulse can be hard to assemble when the proposal count lives in a separate tool.
- Retrieve the available account-level proposal total.
- Include a simple pipeline metric in a recurring report.
- Avoid manually opening the proposal dashboard for a count.
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 Bidsketch proposal statistics and report the returned total without estimating missing values.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real run.
Questions about this workflow
Does this count proposals by status?
The action retrieves proposal statistics. Do not assume a breakdown unless the returned data includes one.
Does the workflow update AnyDB?
No. It supplies the count in the run report for your planning process.
Can the total be compared with a prior period?
Only if you provide a saved baseline or the run has access to a prior result.
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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