Update Bidsketch proposals from WhatsApp confirmations
Turn confirmed chat decisions into accurate proposal updates.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Update Proposal
Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
Why this helps
Agreed changes sit in chat while the proposal continues showing old details.
- Keep proposals aligned with decisions
- Reduce transcription mistakes
- Close the gap between chat and records
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Bidsketch in Notis once.
- 2Create an automation named Confirmed proposal update.
- 3Tell Notis to update the referenced proposal only when the message clearly confirms a specific change, then report what changed.
- 4Pick New WhatsApp Message Received as the trigger and choose a report channel.
- 5Test with one real confirmed change.
Questions about this workflow
Will it infer approval from casual language?
Tell Notis to require explicit confirmation before changing proposal details.
Can I review the change afterward?
Yes. The automation report can summarize the applied update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Bidsketch. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Timelinesai and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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