Keep your Bidsketch fee library in view
Review your saved fees in one concise report, so reusable pricing details are easier to revisit when preparing proposals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Fees
Tool to list all the fees for the account. use when you need to fetch every saved fee.
Why this helps
Saved fees can be difficult to keep in mind when they are tucked away in a separate account screen.
- Bring saved fee details into a repeatable review.
- See reusable items without searching manually.
- Limit the report to returned fee information.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to retrieve saved fees and summarize their returned details.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test once and compare a few fee entries with Bidsketch.
Questions about this workflow
Does this tell me which fees are used in live proposals?
The saved fee list does not promise proposal usage information. Use proposal fee data separately if you need to check usage.
Can Notis decide which fees to delete?
This workflow reports saved fees. Deleting a fee is a separate, consequential action and requires confirming it is not referenced in live proposals.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Bidsketch. A trigger fires from one place; an action lands in another.
Asana triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
Attachment Added to Task
Triggers when an attachment is added to a task.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
New Comment on Task
Triggers when a comment is added to a task in a project.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
New Task Created
Triggers when a new task is created in a project.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Task Updated
Triggers when a task is updated in a project.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Asana and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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