Review Bidsketch proposals by client
See client proposal work grouped around the client records you care about, on a schedule that fits your review routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Client Proposals
Tool to list proposals for a specific client. use after confirming the client id exists.
Why this helps
Switching between client records and proposals makes portfolio reviews tedious and easy to postpone.
- Bring client proposal lists into a repeatable review.
- Reduce manual navigation across client records.
- Focus the report on information the returned lists include.
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, specify the client or clients to review and ask for a concise proposal summary.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test once and confirm the report covers the intended clients.
Questions about this workflow
Does this action retrieve proposals for all clients?
Get Client Proposals is for a specific client. Provide the client identifier or tell Notis how to find it from available client records.
Can the report compare progress across dates?
The action returns client proposals, but a historical baseline is not specified. Supply one if you need time-based change reporting.
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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