Get Bidsketch proposal details from a request
Start a proposal lookup with an HTTP request and get the details in your report channel.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Finding a specific proposal means switching into Bidsketch and searching by hand.
- Retrieve a specific proposal using its ID
- Bring proposal details into a Notis run report
- Make proposal lookups available from an HTTP request
Setup
Build it in a few focused steps.
- 1Connect Notis to Jira and Bidsketch once in the portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to use the proposal ID supplied with the request to retrieve and summarize that proposal.
- 4Choose a webhook as the trigger and select where run reports should go.
- 5Test with one real proposal ID and review the returned details.
Questions about this workflow
What information must the request provide?
Provide the Bidsketch proposal ID so Notis can retrieve the specific proposal.
Does the workflow update the proposal?
No. It uses Get Proposal to retrieve details and report them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Bidsketch. A trigger fires from one place; an action lands in another.
Jira 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.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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 Project
Triggered when a new project is added in Jira
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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.
Jira and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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