Find an available template for a proposal brief
See the templates you can start from before turning a project brief into a proposal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Templates
Lists proposal templates saved in the account.
Why this helps
Choosing a starting point can become another manual search when proposal planning begins in a separate database.
- Retrieve available proposal templates when planning begins.
- Review template options alongside the originating brief.
- Avoid searching the template list manually.
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 templates and summarize the options relevant to the brief supplied in the request.
- 4Choose a webhook trigger and configure AnyDB to send the proposal planning request.
- 5Choose where run reports go, then test with one real request.
Questions about this workflow
Does it create a proposal from the selected template?
No. This workflow retrieves templates for planning. Proposal creation is a separate action.
Can it tell which template is best?
It can compare the returned template details with criteria included in your instruction or request.
Does it invent missing template details?
No. The summary should be limited to information returned by Bidsketch.
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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