Bring client feedback into proposal revisions
See the client's recent answers while you revisit a proposal, so revision decisions start with what they actually said.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Form Results
This tool retrieves the latest form results from a specified formsite form. it uses the get https://{server}.formsite.com/api/v2/results/latest endpoint to fetch results independently, handling required parameters such as form id, limit, page, and sort direction without referring to external resource ids.
Why this helps
Feedback gathered in a form can be easy to forget by the time you return to a proposal revision.
- Bring recent client feedback into the revision process.
- Reduce repeated context gathering before making changes.
- Keep proposal adjustments connected to client-stated needs.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Formsite to Notis once through the portal.
- 2Create an automation or ask Notis to review client feedback for proposals under revision.
- 3Write one plain-language instruction explaining which feedback and proposal context matter.
- 4Choose a weekly schedule and reporting channel.
- 5Test with one revision and verify the summary against the original response.
Questions about this workflow
Does this revise the proposal automatically?
No. It retrieves form results to support your review; proposal changes remain yours to make.
Can I narrow the review to a specific feedback form?
Yes. Name the relevant form or describe how Notis should identify it in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Formsite. A trigger fires from one place; an action lands in another.
Bidsketch triggers
Formsite actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Form Details
This tool retrieves detailed information about a specific form in formsite. it provides comprehensive details including the form's internal description, directory identifier, name, publishing information (embed code and form link), current state (e.g., "open"), and statistics (file size and number of results).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Form Items
This tool retrieves all items (questions) for a specific form using the get https://{server}.formsite.com/api/v2/{user dir}/forms/{form dir}/items endpoint. it is an independent action that only requires the form directory (obtainable via formsite list all forms) to retrieve the structure and details such as item ids, question types, text, answer choices, required status, and other properties.
Get Form Results
This tool retrieves the latest form results from a specified formsite form. it uses the get https://{server}.formsite.com/api/v2/results/latest endpoint to fetch results independently, handling required parameters such as form id, limit, page, and sort direction without referring to external resource ids.
Get Form Webhooks
This tool retrieves all webhooks configured for a specific form in formsite. it uses the get https://{server}.formsite.com/api/v2/{user dir}/forms/{form dir}/webhooks endpoint to fetch webhook configurations, including url, status, settings, and triggers.
List All Forms
This tool retrieves a list of all forms in the user's formsite account. it provides essential information such as form id, form name, form directory, creation date, last modified date, status, access level, and other metadata. it serves as a foundational tool for further operations.
Connect any two apps with Notis in the middle.
Bidsketch and Formsite, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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