Automatic Fee Line Items from Client Itemization Requests
Client comments in Linear asking for itemized fees. You move to Bidsketch and manually add them to the proposal. Notis eliminates this step by automatically creating line items when clients request itemization.
Trigger
Comment Received Trigger
Triggered when a comment is received.
Action
Create Proposal Fee
Tool to create a proposal fee. use after confirming the proposal exists to add a cost line item; require unit when feetype is custom.
Why this helps
Client fee requests in Linear comments require manual work to add line items to proposals in Bidsketch, slowing down responses and risking missed details.
- Client requests for itemized fees instantly become proposal line items
- Faster response time to client questions
- Reduce errors from manually typing fees
- Proposals update in real-time based on client feedback
Setup
Build it in a few focused steps.
- 1Connect Linear and Bidsketch to Notis (one-time).
- 2Tell Notis: When a client comment requests itemized fees, extract what they are asking for and add those line items to the related proposal.
- 3Select Comment Received as your trigger and choose your notification channel.
- 4Test by posting a client request for specific fees in a Linear issue and confirm the fees appear in the Bidsketch proposal.
Questions about this workflow
What if the client's itemization is unclear?
Notis can ask you for clarification before adding fees, or create the fees with a draft status for your review.
Can Notis price the items automatically?
Your prompt can specify pricing based on past fees, or ask you to provide the prices while it handles the structure.
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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