Create reusable sections from folder updates
A new delivery pattern can become reusable proposal language quickly.
Trigger
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Action
Create Section
Tool to create a section. use when you need to add a new section to your account before including it in proposals.
Why this helps
New service structures emerge in project folders but never become reusable proposal content.
- Turns delivery knowledge into reusable copy
- Speeds future proposals
- Reduces repeated drafting
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Bidsketch in Notis once.
- 2Create an automation for reusable section creation.
- 3Tell Notis to draft a saved section from a folder update and flag it for review before reuse.
- 4Pick the ClickUp Folder Updated trigger and choose a report channel.
- 5Test with one folder containing a documented service change.
Questions about this workflow
Is the section published automatically?
The workflow creates the section record; you can require review before using it in proposals.
Can it preserve source context?
Ask Notis to include the folder name and update summary in the section draft.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Bidsketch. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
List Created
Triggers when a new List is created.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
List Deleted
Triggers when a List is deleted.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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