Review proposal fees from an AnyDB request
Check a proposal's fee line items in the context of the request that needs review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal Fees
Lists all fees for a proposal.
Why this helps
Pricing checks can get delayed when someone has to locate a proposal and inspect its fees separately.
- Retrieve fee line items for an identified proposal.
- Tie pricing checks to an AnyDB request.
- Summarize available pricing details for review.
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 fees for the proposal identified in the request and summarize the returned amounts and descriptions.
- 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 it compare fees with an approved budget?
Only if the budget is supplied in the request or otherwise available to the run.
Does it change the proposal fees?
No. It retrieves the current fee line items for review.
Can it review all proposal fees in the account?
This workflow is intended for a specific proposal. A separate account-level review would need a different instruction and data access.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.