Automatic Proposal Status Updates from Client Approvals
Your client approves a proposal in a Linear comment but Bidsketch still shows it as pending. Your team wastes time checking both places. Notis automatically updates proposal status when client approvals arrive.
Trigger
Comment Received Trigger
Triggered when a comment is received.
Action
Update Proposal
Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
Why this helps
Clients post approval comments in Linear but the proposal status in Bidsketch stays marked as sent, creating confusion about what is actually approved and signed.
- Proposal status stays current without manual updates
- Your team instantly knows which proposals are approved just by checking Bidsketch
- No more miscommunication about whether something is signed
- Reduce back-and-forth checking between Linear and Bidsketch
Setup
Build it in a few focused steps.
- 1Connect Linear and Bidsketch to Notis (one-time setup).
- 2Tell Notis: When a comment arrives that contains approval language like 'approved' or 'signed,' update the related Bidsketch proposal status to approved.
- 3Select Comment Received as your trigger and choose your notification channel.
- 4Test by posting an approval comment on a Linear issue and verify the proposal status changes in Bidsketch.
Questions about this workflow
What if the client says approved but I want to manually confirm first?
Your prompt can specify to mark it as 'pending approval' or 'awaiting confirmation' instead of fully approved, leaving you the final say.
Can Notis recognize different approval phrases?
Yes. You can specify any phrases you use, like 'approved,' 'signed,' 'looks good,' or 'let's move forward.'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Bidsketch. A trigger fires from one place; an action lands in another.
Linear 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.
Comment Received Trigger
Triggered when a comment is received.
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.
Issue Created Trigger
Triggered when a new issue is created.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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