Add approved extras to the proposal while they are confirmed
When a client approves an extra, capture the cost in the proposal before it gets forgotten.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
Approved add-ons often stay in email, creating pricing gaps and awkward reconciliation later.
- Capture approved extras promptly
- Reduce missed revenue
- Keep pricing records consistent
Setup
Build it in a few focused steps.
- 1Connect Outlook and Bidsketch in Notis once.
- 2Create an automation named Approved add-on to proposal fee.
- 3Tell Notis to identify explicit add-on approvals, find the matching proposal, and add a proposal fee with the confirmed amount and unit.
- 4Pick Outlook New Outlook Message as the trigger.
- 5Choose a report channel and test with one real approval email.
Questions about this workflow
What if the amount is unclear?
Notis should report the missing amount and avoid adding a fee until the value is confirmed.
Can it reuse a saved fee?
Your instruction can ask it to use the matching saved fee when one exists, or report that a new fee definition is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Bidsketch. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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