Keep proposal fees aligned with Slack decisions
When a pricing adjustment is agreed in Slack, let Notis update the fee on 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
Update Proposal Fee
Tool to update a proposal fee. use when modifying specific properties of an existing fee within a proposal after verifying its existence.
Why this helps
The team can agree on a revised line item while the proposal still shows its earlier amount or terms.
- Apply clear pricing decisions to the proposal fee.
- Reduce manual checking between Slack and Bidsketch.
- Keep the line item consistent with the current agreement.
Setup
Build it in a few focused steps.
- 1Connect Slack and Bidsketch in the Notis portal once.
- 2In one plain-language automation prompt, ask Notis to update an existing proposal fee only when the message identifies the proposal, fee and agreed change.
- 3Select Slack's Channel Message Received trigger.
- 4Choose a run-report channel and test with one real fee adjustment.
Questions about this workflow
Can a message update multiple fees?
The prompt can describe the intended change, but Notis should proceed only when it can confidently identify the fee or fees and proposal.
Does this update saved fees for future proposals?
No. This workflow uses Update Proposal Fee, which modifies a fee within an existing 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.