Review proposal content before sending follow-ups
Catch missing sections or fees in a calm end-of-week review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Content
Tool to get a proposal with all its content (sections and fees). use when you need a full proposal in one call.
Why this helps
Incomplete proposal content is easy to miss when follow-up is rushed.
- Creates a reliable quality check
- Keeps content and fees together
Setup
Build it in a few focused steps.
- 1Connect Shorten rest and Bidsketch to Notis once.
- 2Create an automation with a Friday recurring trigger.
- 3Ask Notis to retrieve full content for proposals needing review, select reports, and test it.
Questions about this workflow
What does full content include?
It includes the proposal with its sections and fees.
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
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.
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.
Shorten rest and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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