See your Bidsketch proposal pipeline at a glance
Get a recurring proposal overview without opening another dashboard.
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 lost among the day’s other work.
- Review proposal activity in one report
- Keep pipeline check-ins on a predictable schedule
- Reduce context switching between client work and reporting
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 retrieve Bidsketch proposals and summarize their available status details.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real example, then review the scheduled report.
Questions about this workflow
Does this workflow change proposals?
No. It retrieves proposals for a pipeline review and reports the available information.
Can the report include every proposal?
The Bidsketch Get Proposals action retrieves proposals for the account. Ask Notis to summarize the returned details that matter to your review.
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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