Fetch Bidsketch proposal details from Coda updates
Make every meaningful Coda update bring the full proposal context with it.
Trigger
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Action
Get Proposal
Tool to get a proposal by id. use when you need detailed information for a specific proposal after obtaining its id.
Why this helps
Teams lose time opening multiple systems to understand the proposal affected by a project change.
- Reduces tool switching
- Improves decision context
- Makes change reviews faster
Setup
Build it in a few focused steps.
- 1Connect Coda and Bidsketch in Notis once.
- 2Create an automation describing how to identify and summarize the proposal.
- 3Pick the Specific Coda Page Updated trigger.
- 4Choose where run reports should go.
- 5Test with one real project update.
Questions about this workflow
Can the report include full proposal content?
Use the Get Proposal Content action when sections and fees are needed, or request the available proposal details.
What identifier should the page contain?
Provide a proposal id or another reliable matching reference in the 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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