Use sent email activity to trigger a quick proposal pulse
After a sales update, see the current proposal volume without opening a separate dashboard.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Get Proposal Stats
Tool to get proposal statistics. use when you need the total count of proposals for the account.
Why this helps
Pipeline awareness fades when status checks require another manual reporting task.
- Keep proposal volume visible
- Create lightweight operating rhythms
- Reduce dashboard switching
Setup
Build it in a few focused steps.
- 1Connect Outlook and Bidsketch in Notis once.
- 2Create an automation named Sent sales update proposal pulse.
- 3Tell Notis to retrieve Bidsketch proposal statistics after a relevant sent sales update and summarize the result in plain language.
- 4Pick Outlook New Sent Message as the trigger.
- 5Choose a report channel and test with one real sales update.
Questions about this workflow
What statistics are available?
The Bidsketch action returns proposal statistics supported by the account, such as total proposal count.
Does this measure revenue or win rate?
Only data returned by the action is available. Ask Notis to label unsupported metrics as unavailable.
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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