Add a requested fee to a Bidsketch proposal
Capture new scope and pricing requests before they get lost.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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
Additional work discussed in chat is easily forgotten before a proposal is finalized.
- Capture scope changes promptly
- Keep pricing records aligned
- Reduce missed billable work
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Bidsketch in Notis once.
- 2Create an automation named Requested proposal fee.
- 3Tell Notis to add a proposal fee only when the message identifies the proposal and fee details, including the required unit for custom fees.
- 4Pick New WhatsApp Message Received as the trigger and choose a report channel.
- 5Test with one real fee request.
Questions about this workflow
What if the unit is missing for a custom fee?
Ask Notis to report the missing unit and skip the creation until it is supplied.
Can it add a fee to any proposal?
It should require a clearly identified existing proposal before acting.
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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