Get a scheduled overview of Bidsketch proposals
Set a recurring check that gathers proposal records from Bidsketch and gives you a concise status overview.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposals
Tool to retrieve all proposals for the account. use when you need an overview of existing proposals.
Why this helps
Proposal status checks can get pushed aside when they require opening another tool and reviewing records one by one.
- Create a regular moment to review proposal records.
- Reduce manual app switching for a proposal overview.
- See the returned status details in the run report channel you choose.
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.
- 3Tell Notis to retrieve the proposals and summarize the status information returned, noting when a useful status or date is unavailable.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test the automation once and review the proposal summary.
Questions about this workflow
Can this workflow send proposal follow-ups?
No. It retrieves proposals and summarizes the returned information; the available Bidsketch actions here do not include sending follow-ups.
Can it identify overdue proposals?
Only if the retrieved records include suitable status or date information. If that information is missing, the run report should say so rather than infer it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Bidsketch. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
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.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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 Sheets and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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