Keep open proposal follow-ups moving each day
Start the day with follow-ups handled from the proposal context you already have.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
Open proposals are easy to lose track of when follow-ups depend on remembering dates and status across several clients.
- Review open proposal statuses on a predictable schedule.
- Send a brief follow-up based on available Bidsketch context.
- Reduce the need to revisit every proposal manually.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis which open proposal statuses to review and how to compose a brief, relevant WhatsApp follow-up from available client context.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real open proposal before relying on the scheduled run.
Questions about this workflow
Can Notis know how long a proposal has been open?
Only if Bidsketch returns a relevant date or you supply the timing rule. The instruction should identify which available status and date information to use.
Will a standard WhatsApp message always reach the client?
No. Send message delivers only if the recipient has texted first. For messages outside the 24-hour window, use a suitable approved template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Whatsapp. A trigger fires from one place; an action lands in another.
Bidsketch triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Bidsketch and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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