Refresh Bidsketch proposals from updated pages
When scope changes in Confluence, update the proposal before the old version reaches the client.
Trigger
Page Updated
Triggers when a Confluence page is updated (any edit that creates a new version).
Action
Update Proposal
Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
Why this helps
Proposal drafts become outdated when scope decisions live in a separate documentation tool.
- Reduces outdated proposals
- Keeps scope aligned
- Shortens revision cycles
Setup
Build it in a few focused steps.
- 1Connect Confluence and Bidsketch in Notis.
- 2Create an automation describing how approved page changes should update a proposal.
- 3Pick Page Updated as the trigger.
- 4Choose a report channel and test with one real scope revision.
Questions about this workflow
How does Notis find the proposal?
Tell it how the page identifies the proposal, such as a proposal number or client name.
Can it avoid draft pages?
Include an instruction to update only when the page indicates an approved change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Bidsketch. A trigger fires from one place; an action lands in another.
Confluence 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.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
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.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
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.
Confluence and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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