Get a concise feedback digest for pending proposal decisions
Replace a scattered review with one digest of client feedback that can help you decide what to address next.
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
When feedback and proposal status are checked separately, deciding on a next step takes more mental energy than it should.
- Gather feedback relevant to proposals awaiting a decision.
- Keep recurring review focused on actionable themes.
- Reduce the effort of reopening multiple records to regain context.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Formsite to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to prepare a feedback digest for pending proposals.
- 3Describe the desired summary in a single plain-language instruction.
- 4Pick a weekly schedule and a channel for the digest.
- 5Test with one real response set and review the summary for accuracy.
Questions about this workflow
Does the digest make the decision for me?
No. It organizes feedback and proposal context so you can make the decision.
Can the digest include only recent results?
Describe the time period in the prompt; the results action retrieves the latest Formsite results.
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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No card. Works with personal or business Formsite.