Keep reusable proposal sections discoverable
A recurring inventory makes your content library easier to trust and reuse.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sections
Tool to list all sections. use when you need to retrieve saved sections for your account.
Why this helps
A growing section library becomes hard to navigate without occasional review.
- Reduces searching during drafting
- Highlights useful reusable content
Setup
Build it in a few focused steps.
- 1Connect both integrations to Notis once.
- 2Create a monthly automation in the portal.
- 3Ask Notis to retrieve saved Bidsketch sections for an inventory report, choose reports, and test it.
Questions about this workflow
Can this create sections?
This workflow retrieves sections; create workflows can be set up separately.
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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