Keep proposal context with changed meeting details
A rescheduled call can change what you need to prepare. Notis can retrieve the referenced proposal and report the calendar changes together with its current details.
Trigger
Event Updated
Triggers when an existing Google Calendar event is modified. Returns the event ID, change type, and the specific fields that changed with their previous and new values.
Action
Get Proposal
Tool to get a proposal by id. use when you need detailed information for a specific proposal after obtaining its id.
Why this helps
A changed meeting invite can leave proposal context buried in another app.
- Bring the referenced proposal details into the event-change review.
- See which event fields changed without searching for the proposal separately.
- Avoid unreliable lookups by requiring a proposal ID in the event.
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 proposal context on event changes.
- 3Tell Notis to retrieve the Bidsketch proposal identified in the event and report its current details with the changed calendar fields; report when no proposal ID is present.
- 4Choose Event Updated as the trigger.
- 5Choose a report channel, then test with one real event update that includes a proposal ID.
Questions about this workflow
Can Notis find a proposal from the client name alone?
This workflow is set up to use a proposal ID present in the event. If the event lacks that ID, have Notis report that it cannot safely identify a proposal.
Will this update the proposal?
No. It retrieves proposal details for a report and does not change the Bidsketch record.
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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