Get a proposal snapshot for your planning routine
Start your review with a clear list of proposal statuses, without opening each proposal one by one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Lists all proposals in the account.
Why this helps
Proposal status checks often require switching tools and reconstructing what needs attention.
- See an account-level proposal overview in one report.
- Use the snapshot to prioritize related AnyDB work.
- Reduce repeated manual status checks.
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 available Bidsketch proposals and summarize their statuses for your planning review; do not infer missing status details.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Does this update AnyDB records?
No. It creates a status report from Bidsketch proposal data for use during your planning routine.
Can it identify overdue proposals?
Only if the returned data includes relevant dates and you provide the rule for what counts as overdue.
Can I choose how often it runs?
Yes. Choose the recurring schedule when setting up the automation.
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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