Keep proposal templates easy to find
Review your starting points before work begins, not while a lead waits.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Templates
Tool to list all proposal templates saved for the account. use when you need to fetch available templates before creating a new proposal.
Why this helps
Template sprawl makes choosing a proposal starting point harder than it should be.
- Reduces decision fatigue
- Keeps repeatable offers visible
Setup
Build it in a few focused steps.
- 1Connect the integrations to Notis once.
- 2Create an automation in the portal with a recurring schedule.
- 3Ask Notis to retrieve Bidsketch templates for a planning review, choose reports, and test one run.
Questions about this workflow
Does this edit templates?
No. It retrieves the template list for review.
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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