Adjust proposal fees from tracked time changes
Actual tracked effort can inform accurate proposal fee updates.
Trigger
Task Time Tracked Updated
Triggers when a time-tracking interval is created, edited, or deleted on a task. Fires once per interval-change. Reads ClickUp's top-level `data.description` for the lifecycle action and `data.interval_id` for the correlation key — these are unique to time-tracking events and are present even on Deleted (where `history_items` is empty).
Action
Update Proposal Fee
Tool to update a proposal fee. use when modifying specific properties of an existing fee within a proposal after verifying its existence.
Why this helps
Tracked time changes affect scope economics but proposal fees remain based on old assumptions.
- Keeps effort-based pricing current
- Makes review triggers visible
- Reduces manual reconciliation
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Bidsketch in Notis once.
- 2Create an automation for tracked-time fee reviews.
- 3Tell Notis to update a proposal fee only when the interval change is tied to an approved pricing rule.
- 4Pick the ClickUp Task Time Tracked Updated trigger and choose a report channel.
- 5Test with one tracked-time interval change.
Questions about this workflow
Does every time entry change pricing?
No. Require an explicit approved rule before any fee update.
Can deleted intervals be handled?
Yes, instruct Notis to recalculate or report the deletion according to your policy.
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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