Bring the right proposal back into focus
When a prospect returns, get the proposal context without hunting for it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal
Tool to get a proposal by id. use when you need detailed information for a specific proposal after obtaining its id.
Why this helps
Re-engagement is valuable, but finding the right proposal can interrupt the whole day.
- Shortens response time
- Restores context quickly
Setup
Build it in a few focused steps.
- 1Connect Shorten rest and Bidsketch to Notis once.
- 2Create a portal automation with an incoming webhook trigger.
- 3Tell Notis to retrieve the matching Bidsketch proposal after high-intent engagement, choose reports, and test it.
Questions about this workflow
Does it send a follow-up itself?
This workflow retrieves the proposal context so you can decide the next action.
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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No card. Works with personal or business Bidsketch.