See proposal volume before it surprises you
Use a simple monthly signal to plan selling time with less guesswork.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Stats
Tool to get proposal statistics. use when you need the total count of proposals for the account.
Why this helps
Without a simple cadence, proposal volume becomes obvious only when work feels chaotic.
- Supports realistic planning
- Creates a low-effort trend check
Setup
Build it in a few focused steps.
- 1Connect Shorten rest and Bidsketch to Notis once.
- 2Create an automation with a monthly recurring trigger.
- 3Ask Notis to retrieve Bidsketch proposal statistics and report the result, then test it.
Questions about this workflow
Will this create proposals?
No. This workflow retrieves account-level proposal statistics.
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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No card. Works with personal or business Bidsketch.