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Notis

Add new services to your proposal fee library

Make a new offer ready for proposals as soon as its pricing is approved.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Fee

Tool to create a fee. use when you need to add a reusable fee to the account before adding it to a proposal. ensure required fields are set (e.g., unit for custom fees).

Why this helps

New services can be sold before their reusable pricing is available in proposals.

  • Prepares pricing for reuse
  • Reduces repeated setup

Setup

Build it in a few focused steps.

  • 1Connect the integrations to Notis once.
  • 2Create a portal automation with an incoming webhook trigger.
  • 3Describe creating a reusable Bidsketch fee for an approved new service, choose reports, and test it.

Questions about this workflow

What about custom fees?

Include the required unit and pricing context 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

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Tool to create a client. use when adding a new client record to bidsketch.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

Delete Proposal

Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.

ActionInstant

Delete Proposal Fee

Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.

ActionInstant

Delete Proposal Section

Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.

ActionInstant

Delete Section

Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.

ActionInstant

Delete Webhook

Tool to delete a webhook. use after obtaining the webhook id to remove it.

ActionInstant

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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