Inspect a proposal fee line item when requested
Get the details of one line item without reviewing every fee on the proposal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal Fee
Retrieves details about a specific proposal fee.
Why this helps
A small question about one fee can lead to extra steps if you need to reopen and scan the full proposal.
- Retrieve details for one identified proposal fee.
- Focus review on the line item in question.
- Reduce extra navigation for a targeted pricing check.
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 fee item identified in the request and summarize its returned details.
- 4Choose a webhook trigger and configure AnyDB to send the proposal and fee identifiers needed for the lookup.
- 5Choose where run reports go, then test with one real proposal fee.
Questions about this workflow
Does it list every fee on a proposal?
No. It retrieves one fee item. Use the proposal fees action to list all fees for the proposal.
Can it change the fee?
No. This workflow is a read-only detail check.
What if the request lacks a fee identifier?
The instruction should ask for the missing information to be reported instead of guessing which fee to retrieve.
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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