Review proposal closing sections from AnyDB
Make the final part of a proposal easier to check when a review request arrives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Proposal Closing Sections
Returns the closing sections for a proposal.
Why this helps
The closing details can be missed when proposal review is rushed or split across tools.
- Retrieve closing sections for a specific proposal.
- Focus review on the proposal's ending content.
- Use supplied criteria to flag missing closing details.
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 closing sections for the proposal identified in the request and report whether supplied review criteria are covered.
- 4Choose a webhook trigger and configure AnyDB to send the proposal identifier and criteria.
- 5Choose where run reports go, then test with one real proposal.
Questions about this workflow
Does it retrieve opening sections too?
No. This workflow retrieves closing sections. Use the opening sections action for the beginning of a proposal.
Can it determine whether the proposal is ready to send?
It can check criteria you provide, but readiness may depend on information outside the closing sections.
Does it edit the closing sections?
No. It retrieves them for review.
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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