Add approved scope fees to proposals
Keep approved extras from getting lost in chat.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Small scope changes are often agreed verbally and missed before sending.
- Protects approved revenue
- Keeps pricing aligned with scope
Setup
Build it in a few focused steps.
- 1Connect the integrations to Notis once.
- 2Create a portal automation using an incoming webhook trigger.
- 3Describe adding the approved scope as a fee to the matching Bidsketch proposal, pick reports, and test it.
Questions about this workflow
Can custom fees be used?
Yes. Include the fee details and unit in your plain-language instruction.
When this happens · Trigger
Do this · Action
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
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
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.
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.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
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.
Not just Shorten rest and Bidsketch. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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