Create Bidsketch fees from Coda pricing notes
Convert approved pricing notes into reusable proposal building blocks.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
Create Fee
Tool to create a fee. use when you need to add a reusable fee to the account before adding it to a proposal. ensure required fields are set (e.g., unit for custom fees).
Why this helps
New pricing options are documented in Coda but still have to be recreated manually in Bidsketch.
- Builds a consistent fee library
- Reduces repeated setup
- Makes pricing easier to reuse
Setup
Build it in a few focused steps.
- 1Connect Coda and Bidsketch in Notis once.
- 2Create an automation describing the fee to create, including its unit when required.
- 3Pick the New Coda Document trigger.
- 4Choose a run report channel.
- 5Test with one approved pricing note.
Questions about this workflow
Is a unit required for custom fees?
Yes. Include the required unit in the instruction for custom fee types.
Can this create fees from drafts?
Use an approval rule in the instruction so only finalized notes create fees.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Bidsketch. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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.
New Coda Document Trigger
Triggers when a new Coda document is created.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
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.
Coda and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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