Bring internal client context into proposal follow-up
Give every proposal conversation the context your team already keeps in Notion.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Fetch database row
Retrieves a notion database row's properties and metadata; use fetch block contents for page content blocks.
Why this helps
Sales follow-up loses nuance when client history is hard to retrieve at the right moment.
- Improves follow-up context
- Reduces searching
- Supports more relevant communication
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Notion once.
- 2Create an automation named Client context fetcher.
- 3Tell Notis to retrieve the matching Notion database row and summarize relevant notes for the Bidsketch proposal.
- 4Select the webhook trigger and report destination.
- 5Test with one proposal linked to an existing client.
Questions about this workflow
Does it expose the whole client database?
Ask Notis to retrieve only the matching row and the specific context you need.
What if there is no matching row?
Notis can report the missing client record for follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Notion. A trigger fires from one place; an action lands in another.
Bidsketch triggers
Notion actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add multiple content blocks (bulk, user-friendly)
Efficiently adds multiple standard content blocks to a notion page in a single api call with automatic markdown parsing. the 'content' field in notionrichtext blocks now automatically detects and parses markdown formatting including headers (# ## ###), bold (**text**), italic (*text*), strikethrough (~~text~~), inline code (`code`), links ([text](url)), and more. ideal for bulk content creation, ai agents, and replacing multiple individual add page content calls. supports automatic text formatting, content splitting, and up to 100 blocks per request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add content to Notion page
Deprecated: appends a single content block to a notion page or a parent block (must be page, toggle, to-do, bulleted/numbered list, callout, or quote); invoke repeatedly to add multiple blocks.
Append complex blocks (advanced, full control)
Appends complex blocks with full notion block structure to a parent block or page. use for advanced scenarios requiring precise control: code blocks, tables, embeds, nested children within blocks, or when working with pre-built notion block objects. requires full notion api block schema - use add multiple page content for simpler content creation.
Archive Notion Page
Archives (moves to trash) or unarchives (restores from trash) a specified notion page.
Create comment
Adds a comment to a notion page (via `parent page id`) or to an existing discussion thread (via `discussion id`); cannot create new discussion threads on specific blocks (inline comments).
Create Notion Database
Creates a new notion database as a subpage under a specified parent page with a defined properties schema; use this action exclusively for creating new databases.
Create Notion page
Creates a new empty page in a notion workspace.
Delete a block
Archives a notion block, page, or database using its id, which sets its 'archived' property to true (like moving to "trash" in the ui) and allows it to be restored later.
Connect any two apps with Notis in the middle.
Bidsketch and Notion, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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