Review full Bidsketch proposal content from Todoist
Bring every section and fee into one review when a proposal needs attention.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Proposal Content
Tool to get a proposal with all its content (sections and fees). use when you need a full proposal in one call.
Why this helps
Reviewing a proposal piecemeal makes omissions and last minute edits more likely.
- Creates a complete review view
- Reduces missed details
- Supports confident revisions
Setup
Build it in a few focused steps.
- 1Connect Todoist and Bidsketch in the Notis portal once.
- 2Create an automation that retrieves the full proposal and summarizes requested review points.
- 3Pick New Task Created in Todoist as the trigger.
- 4Choose a report destination for the review.
- 5Test with a task naming one proposal and the review objective.
Questions about this workflow
What does full content include?
The action returns the proposal together with its sections and fees.
Can Notis suggest edits?
It can summarize findings and next steps based on the returned content.
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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