Prepare for a client conversation with proposal history
Bring a client's prior proposals into view before the next project conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Client Proposals
Tool to list proposals for a specific client. use after confirming the client id exists.
Why this helps
Client context is scattered when earlier proposals are not easy to find before a call.
- Review a client's proposal history before a meeting.
- Get oriented without manually searching proposal records.
- Make new project conversations more informed.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to retrieve proposals for the client identified in the request and summarize the history.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real client whose proposal history you can verify.
Questions about this workflow
What information should the request contain?
Provide a reliable client identifier, or enough context for Notis to find the correct client record.
Does this include full proposal sections and fees?
The client proposal list provides proposal records. To review full content, use a separate workflow that retrieves a specific proposal's content.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Bidsketch. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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 Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
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.
Gmail and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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