Find a useful proposal template at project kickoff
See your saved proposal templates at the moment you are ready to plan a new engagement.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Templates
Tool to list all proposal templates saved for the account. use when you need to fetch available templates before creating a new proposal.
Why this helps
Choosing a starting template can take longer when the available options are out of sight.
- Bring saved template options into a kickoff moment.
- Reduce time spent browsing for a starting point.
- Make template selection easier to discuss or review.
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 saved proposal templates and summarize them for the project context in the request.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with a real project context and check that the summary helps you choose.
Questions about this workflow
Does this create a proposal from a template?
No. The available action lists saved templates. It does not create a proposal.
Can the report recommend a template?
Notis can compare template details returned by Bidsketch with project requirements you provide, then suggest an option for your review.
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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