See a client's Bidsketch proposal history before you reply
Bring a client's past proposals into view as soon as their next email arrives.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get Client Proposals
Tool to list proposals for a specific client. use after confirming the client id exists.
Why this helps
Replying without a quick view of a client's prior proposals can mean missed context and extra searching.
- See relevant proposal history alongside new email context.
- Prepare a more informed response.
- Spend less time searching Bidsketch manually.
Setup
Build it in a few focused steps.
- 1Connect Gmail and 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 identify the client from a new email, find the matching Bidsketch client, and report that client's proposals.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real email from a client with proposal history.
Questions about this workflow
What if the sender does not match a known client?
Ask Notis to report that it could not confidently identify a Bidsketch client, so you can review the email manually.
Does it include every proposal's full content?
This workflow uses the client's proposal list. For full proposal content, use a separate instruction that retrieves the content for a confirmed proposal.
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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