Review client proposals for new ClickUp lists
Start each client workstream with a quick view of existing proposals.
Trigger
List Created
Triggers when a new List is created.
Action
Get Client Proposals
Tool to list proposals for a specific client. use after confirming the client id exists.
Why this helps
Teams create new work lists without checking whether related proposals already exist.
- Prevents duplicate proposal work
- Surfaces relevant history early
- Improves client handoffs
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Bidsketch in Notis once.
- 2Create an automation for client proposal discovery.
- 3Tell Notis to identify the client from the new list and retrieve that client's proposals.
- 4Pick the ClickUp List Created trigger and choose a report channel.
- 5Test with one client list and review the report.
Questions about this workflow
What if the client cannot be identified?
Notis can report the missing identifier and ask for clarification.
Can it summarize the results?
Yes, ask for a concise status and next-step summary.
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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