Find Bidsketch proposals from Discord questions
Resolve proposal questions without opening another tab.
Trigger
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Action
Get Client Proposals
Tool to list proposals for a specific client. use after confirming the client id exists.
Why this helps
Teams lose time searching Bidsketch whenever a Discord thread asks what happened with a client.
- Shorten response time
- Surface all proposals for a client
- Keep answers grounded in account data
Setup
Build it in a few focused steps.
- 1Connect Discord and Bidsketch in Notis once.
- 2Create an automation instructing Notis to identify the client in each relevant message and retrieve that client's proposals.
- 3Pick New Discord Message as the trigger.
- 4Choose where run reports go and test with one real client question.
Questions about this workflow
Can it handle a client name mentioned informally?
Notis can use the message context to identify a likely client and report uncertainty when it cannot confirm a match.
Does this change proposals?
No. This workflow only retrieves client proposals and reports the findings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Bidsketch. A trigger fires from one place; an action lands in another.
Discord 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 Discord Message Trigger
Polls a specific Discord channel for new messages.
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 Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
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.
Discord and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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