Check a proposal when an AnyDB workflow asks
Get the latest available details for the proposal you need to review, without searching for it manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal
Retrieves details about a specific proposal.
Why this helps
A quick proposal check can turn into a distracting detour when the proposal identifier and status are in another app.
- Look up a proposal by its identifier when requested.
- Keep proposal checks tied to the work that prompted them.
- Receive returned details in a run report.
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 Bidsketch proposal identified in the request and summarize its returned details.
- 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 retrieve the full proposal content?
This action retrieves proposal details. Use the full content action when sections and fees are needed.
Can it check proposals without an identifier?
The request needs enough information to identify the proposal.
Does it update the proposal status?
No. This workflow reads proposal details.
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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