Turn discovery summaries into proposal sections
Move the useful details into the proposal while they are still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Proposal Section
Tool to create a proposal section. use after confirming a proposal exists to add a new opening or closing section.
Why this helps
Discovery insights often stay trapped in notes while proposal drafting gets delayed.
- Preserves client context
- Speeds up drafting
Setup
Build it in a few focused steps.
- 1Connect Shorten rest and Bidsketch to Notis once.
- 2Create a webhook-triggered automation in the portal.
- 3Tell Notis to add the discovery summary as a section on the matching proposal, choose reports, and test it.
Questions about this workflow
Do I select a proposal field?
No. Describe how to identify the matching proposal in the 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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