Create Bidsketch clients from qualified link leads
Turn a webhook from a high-intent branded link into a client record.
Connect Shorten REST to Bidsketch
When something happens in Shorten REST, Notis takes the next step in Bidsketch. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Creates a new client record.
Examples
Ways Notis can move work from Shorten REST to Bidsketch
Refresh a proposal after a tracked link signal
Update proposal details when a prospect reaches a tracked proposal link.
Run a weekly Bidsketch pipeline review
Review all proposals on a weekly schedule without opening Bidsketch from memory.
Add a proposal fee after scope approval
Add a Bidsketch cost line when an approved scope webhook arrives.
Add discovery notes as a proposal section
Use a webhook to turn a completed discovery summary into proposal content.
Build a weekly client proposal follow-up queue
Retrieve each priority client's proposals on a schedule for a focused follow-up pass.
Check proposal volume each month
Retrieve proposal statistics monthly to spot an overloaded or quiet pipeline.
Refresh client details from a contact webhook
Keep a Bidsketch client record current when contact details change elsewhere.
Review proposal templates before planning week
Retrieve Bidsketch templates on a schedule so the right starting point is easy to find.
Supported Triggers and Actions
Notis builds workflows that link Shorten REST to Bidsketch. A trigger fires from one place; an action lands in another.
Shorten REST triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
TriggerScheduled
Create Client
Creates a new client record.
ActionInstant
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
TriggerInstant
Delete Client
Permanently deletes a client and all their proposals.
ActionInstant
Create Proposal
Creates a proposal for a client.
ActionInstant
Delete Fee
Deletes a saved fee.
ActionInstant
Delete Proposal
Deletes a proposal and all its content.
ActionInstant
Delete Proposal Fee
Deletes a fee from a proposal.
ActionInstant
Delete Proposal Section
Deletes a section from a proposal.
ActionInstant
Delete Section
Permanently deletes a saved section.
ActionInstant
Trigger Types
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a schedule (recurring or one-time), and a change in one of your Notis databases.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,500+ apps can start a workflow.
New Notion pageStripe chargeCalendar event
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Any HTTP POSTCustom backendIoT event
Works with
ZapierPipedream
Most used
Scheduled triggers
Run a workflow on the clock, on a recurring schedule or once at a set date and time. Daily standups, hourly syncs, a one-off launch reminder: the workhorse of Notis.
Daily · 8:00Weekdays onlyOnce · Dec 13
Beta
Database triggers
Fire when a row in one of your Notis databases is added or edited, with optional filters on its properties. New lead added, status changed, value crosses a limit.
Row addedProperty editedValue > limit
Why AI automation
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Classic automationAI automation
Cost
$ · pay per run
$$ · AI models per run
Reliability
Breaks on schema change
Adapts to format changes
Setup
Click 8 dropdowns
Describe it in English
Handles fuzzy
Hard-coded fields only
Reads intent, summarises
Human in loop
Bolted on
Built in · approval inbox
Maintenance
You own every break
Self-heals · we own it
Ease of use
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
TriggerRow added to "Q4 OKRs"
Condition✦Status = "Blocked"
AI step✦Summarise the blocker in plain English
ActionDM the row owner with summary
Timeout✦No reply in 24h → ping you
Observability
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
All12Manager5Telegram1Messages0WhatsApp2Email4Slack8
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
Related pairs
More ways to connect Shorten REST and Bidsketch
Connect any two apps with Notis in the middle.
Shorten REST and Bidsketch, or any other combination from 1,500+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with $20 of usage included.
No card. Works with personal or business Bidsketch.