Add a fee to a Bidsketch proposal from Todoist
Record a pricing decision in Todoist and add the line item to the right proposal.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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 costs sit outside the proposal until someone remembers to enter them manually.
- Keeps pricing decisions connected
- Reduces missed line items
- Speeds proposal completion
Setup
Build it in a few focused steps.
- 1Connect Todoist and Bidsketch in the Notis portal once.
- 2Create an automation that identifies the proposal and adds the described fee, including its unit when custom.
- 3Pick New Task Created in Todoist as the trigger.
- 4Choose where completion reports should go.
- 5Test with a task naming the proposal, fee, amount, and unit.
Questions about this workflow
What must the task include?
Include enough detail to identify the proposal and the fee values to add.
Can this add a saved fee?
Describe the fee clearly and Notis can use the available proposal fee action fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Bidsketch. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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