Add proposal fees from Confluence pricing tasks
Capture a confirmed pricing task and place the fee on the proposal it belongs to.
Trigger
New Task Created
Triggers when a new task (action item) is created in Confluence.
Action
Create Proposal Fee
Tool to create a proposal fee. use after confirming the proposal exists to add a cost line item; require unit when feetype is custom.
Why this helps
Fee decisions made in task lists often require a second manual entry in the proposal.
- Reduces pricing entry work
- Keeps tasks connected to proposals
- Makes confirmed fees visible sooner
Setup
Build it in a few focused steps.
- 1Connect Confluence and Bidsketch in Notis.
- 2Create an automation explaining how a pricing task should become a proposal fee.
- 3Pick New Task Created as the trigger.
- 4Choose a report channel and test with one confirmed task.
Questions about this workflow
What if the unit is missing?
Ask Notis to report the task for completion instead of creating an incomplete custom fee.
Can it add fees only to a named proposal?
Yes, include the proposal identifier in the task or linked page.
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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