Fetch the proposal linked to a new deal
See the exact proposal details without leaving your deal workflow.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
Teams reopen the wrong proposal or work from outdated details during deal review.
- Reduces proposal confusion
- Improves review accuracy
- Saves lookup time
Setup
Build it in a few focused steps.
- 1Connect both apps in Notis once.
- 2Create and name the automation.
- 3Tell Notis to retrieve the specific Bidsketch proposal referenced by the new deal and summarize its details.
- 4Pick New Deal Received and a report channel.
- 5Test with one deal that contains a proposal identifier.
Questions about this workflow
What if the deal has no proposal identifier?
Ask Notis to report the missing identifier instead of guessing.
Can the summary include status and value?
Yes, request the fields returned by the proposal record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Bidsketch. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
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.
Pipedrive and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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