Find the right proposal from the incoming question
When someone asks about a proposal, get the source record into view without manual searching.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Get Proposal
Tool to get a proposal by id. use when you need detailed information for a specific proposal after obtaining its id.
Why this helps
Simple proposal questions trigger a time-consuming hunt through Bidsketch and old email threads.
- Answer questions with current records
- Reduce search time
- Lower the risk of referencing the wrong proposal
Setup
Build it in a few focused steps.
- 1Connect Outlook and Bidsketch in Notis once.
- 2Create an automation named Outlook proposal question lookup.
- 3Tell Notis to identify the client or proposal from the incoming message and retrieve the matching Bidsketch proposal.
- 4Pick Outlook New Outlook Message as the trigger.
- 5Choose a report channel and test with one proposal question.
Questions about this workflow
What if the message mentions only a first name?
Notis should report possible matches and ask for confirmation rather than selecting blindly.
Does it include full proposal content?
This workflow retrieves the proposal record. Use the full content action when sections and fees are 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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