Adjust a Bidsketch proposal fee from WhatsApp
Keep pricing changes synchronized with the agreement you just reached.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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
Fee adjustments agreed in chat can be missed before the proposal goes out.
- Reduce pricing discrepancies
- Preserve agreed scope
- Speed proposal finalization
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Bidsketch in Notis once.
- 2Create an automation named Proposal fee adjustment.
- 3Tell Notis to locate the referenced proposal fee and update it only after an explicit WhatsApp agreement, then report the old and new values.
- 4Pick New WhatsApp Message Received as the trigger and choose a report channel.
- 5Test with one real pricing adjustment.
Questions about this workflow
Does it update the reusable account fee?
No. This workflow updates the specific fee item inside a proposal.
What if several fees look similar?
Ask Notis to request clarification rather than choose ambiguously.
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
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.