Automatic Pipeline Health Checks from Revenue Issue Updates
You update a revenue forecast in Linear but don't check if the related proposals are actually sent in Bidsketch. Notis automatically pulls proposal stats so you always know if your forecast is grounded in reality.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Get Proposal Stats
Tool to get proposal statistics. use when you need the total count of proposals for the account.
Why this helps
Revenue projections in Linear and actual proposals in Bidsketch drift apart, causing planning mistakes and missed forecasts that don't match pipeline reality.
- Proposal stats update automatically when you log revenue in Linear
- Catch forecast errors before they become problems
- Always know if your revenue assumptions match sent proposals
- Reduce context-switching to manually check Bidsketch stats
Setup
Build it in a few focused steps.
- 1Connect Linear and Bidsketch to Notis (one-time).
- 2Tell Notis: When a revenue issue is updated in Linear, fetch the current proposal stats from Bidsketch and send them to me for review.
- 3Select Issue Updated as your trigger and choose where Notis reports stats (email, Slack, etc.).
- 4Test by updating a revenue issue in Linear and verify the proposal stats appear in your notification channel.
Questions about this workflow
What stats does Notis pull exactly?
Your prompt controls this. Notis can fetch total proposal count, sent vs. draft proposals, or any other metric Bidsketch tracks.
Does this slow down my Linear updates?
No. Notis runs in the background after you update an issue. Your Linear workflow stays instant.
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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