Move approved Slack pricing into Bidsketch
When a Slack message clearly approves a proposal line item, let Notis add it to the matching Bidsketch proposal.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Create Proposal Fee
Tool to create a proposal fee. use after confirming the proposal exists to add a cost line item; require unit when feetype is custom.
Why this helps
Approved pricing details can sit in chat while the proposal remains incomplete, creating another follow-up task.
- Carry approved pricing into the relevant proposal.
- Reduce the gap between team decision and proposal update.
- Keep a pricing handoff attached to its Slack context.
Setup
Build it in a few focused steps.
- 1Connect Slack and Bidsketch in the Notis portal once.
- 2Create an automation with one plain-language instruction to add a clearly approved fee to the matching Bidsketch proposal.
- 3Select Slack's Channel Message Received trigger.
- 4Choose a run-report channel and test with one real approved fee message.
Questions about this workflow
Can this add a fee to any proposal?
The prompt should ask Notis to proceed only when the message identifies the intended proposal and provides clear fee information.
Does this create a reusable account fee?
This workflow uses Bidsketch's Create Proposal Fee action to add a fee to a proposal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Bidsketch. A trigger fires from one place; an action lands in another.
Slack 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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.