Automatic Proposal Section Updates from Project Status Updates
You post a project status update in Linear but Bidsketch proposal sections stay stale. Notis automatically updates related sections so proposals reflect current project status.
Trigger
Project Update Posted
Fires when a project status update is posted on the Linear project's Updates tab. Covers projects in both public and private teams — polls with the connected user's token.
Action
Update Proposal Section
Tool to update a proposal section. use when you need to modify the name or content of an existing section after verifying its existence.
Why this helps
Project status updates in Linear do not reach proposal sections in Bidsketch, causing proposals to become outdated and misaligned with actual project progress.
- Project updates automatically sync to related proposal sections
- Proposals always reflect current project status
- Reduce manual effort updating sections across multiple proposals
- Prevent stale or contradictory information between tools
Setup
Build it in a few focused steps.
- 1Connect Linear and Bidsketch to Notis (one-time).
- 2Tell Notis: When a project status update is posted in Linear, find related proposal sections and update them with the new status.
- 3Select Project Update Posted as your trigger and choose your notification channel.
- 4Test by posting a project status update in Linear and confirm related proposal sections update.
Questions about this workflow
What if a proposal section should not change based on project updates?
Your prompt can specify which sections to update based on keywords or section names, leaving others untouched.
Should Notis create a new section for each project update?
You can specify to either update existing sections or create versioned sections so you maintain a history of changes.
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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