Find the right Bidsketch template for each new space
Start a new workstream with a proposal template that fits its purpose.
Trigger
Space Created
Triggers when a new Space is created in the Workspace.
Action
Get Templates
Tool to list all proposal templates saved for the account. use when you need to fetch available templates before creating a new proposal.
Why this helps
New workspaces launch without a clear proposal starting point, so teams rebuild structure from scratch.
- Speeds new workstream setup
- Improves template consistency
- Reduces decision fatigue
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Bidsketch in Notis once.
- 2Create an automation for new space readiness.
- 3Tell Notis to list available templates and recommend the closest match using the new space context.
- 4Pick the ClickUp Space Created trigger and choose a report channel.
- 5Test with one newly created space.
Questions about this workflow
Does this create a proposal?
No, it retrieves templates and reports a recommendation for the next step.
What if no template fits?
Notis can report the gap and suggest what structure is missing.
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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