Check Bidsketch proposal fees from Coda scope updates
Catch pricing mismatches while scope changes are still fresh.
Trigger
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Action
Get Proposal Fees
Tool to list all fees for a proposal. use after confirming the proposal id exists; supports pagination.
Why this helps
Scope updates in Coda can leave proposal fees incomplete or inconsistent.
- Catches fee mismatches early
- Improves pricing visibility
- Supports faster approvals
Setup
Build it in a few focused steps.
- 1Connect Coda and Bidsketch in Notis once.
- 2Create an automation that lists proposal fees and compares them with the changed scope.
- 3Pick the Specific Coda Page Updated trigger.
- 4Choose a run report channel.
- 5Test with one real scope update.
Questions about this workflow
Does this change fees?
No. It retrieves fees for review and reporting.
Can the comparison use a Coda checklist?
Yes. Include the checklist or pricing rules in the page content or instruction.
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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