Review proposal context before the meeting starts
Get proposal status into your pre-call routine. Notis can retrieve Bidsketch proposals when a client meeting is close and summarize the relevant results.
Trigger
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Action
Get Proposals
Tool to retrieve all proposals for the account. use when you need an overview of existing proposals.
Why this helps
Opening a call without knowing which proposals are in play creates last-minute context switching.
- See proposal context before joining a client call.
- Reduce last-minute searching across calendar and proposal tools.
- Surface when the event does not identify a client clearly.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Bidsketch once in the Notis portal.
- 2Create an automation and name it for your pre-meeting review.
- 3Tell Notis to use the event details to identify the client, retrieve Bidsketch proposals, and report relevant results or ask for clarification when identity is unclear.
- 4Choose Event Starting Soon as the trigger and set the lead time in the trigger options.
- 5Choose a report channel, then test with one real meeting.
Questions about this workflow
How does Notis know which proposals are relevant?
In your instruction, specify how the event identifies the client, such as the client name in the title or description. If it is ambiguous, have Notis report that rather than guess.
Does this send a proposal to the client?
No. This workflow retrieves proposal records and reports context; it does not send proposals.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Bidsketch. A trigger fires from one place; an action lands in another.
Google Calendar 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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
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.
Google Calendar and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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