Get a clear fee list for a proposal when you need it
Bring the proposal's cost lines into one view before you review or discuss the estimate.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal Fees
Tool to list all fees for a proposal. use after confirming the proposal id exists; supports pagination.
Why this helps
Reviewing several line items in a proposal can be slow when you are trying to prepare for a client decision.
- Retrieve fee items for a specific proposal in one run.
- Prepare for pricing discussions with less app navigation.
- Review costs in the context of a known proposal.
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 fees for the proposal identified in the webhook request and summarize the line items.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real proposal and confirm its fees are represented clearly.
Questions about this workflow
Does this change fees or prices?
No. It retrieves proposal fee records for review. Updating a fee would require a separate instruction and action.
What should the webhook request include?
Include a reliable identifier for the proposal so Notis can retrieve the intended fee list.
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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