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Notis

Look up a proposal fee from Todoist

Confirm the exact cost line before changing or discussing the proposal.

Trigger

New Task Created

Trigger when a new task is added to Todoist.

Action

Get Proposal Fee

Tool to get a single fee item for a proposal. use when you need detailed information about a specific fee before updating or displaying it.

Why this helps

Proposal fee checks are slow when cost details require opening the proposal manually.

  • Speeds cost verification
  • Supports safer edits
  • Keeps review context together

Setup

Build it in a few focused steps.

  • 1Connect Todoist and Bidsketch in the Notis portal once.
  • 2Create an automation that identifies the proposal fee and summarizes its details.
  • 3Pick New Task Created in Todoist as the trigger.
  • 4Choose where the lookup report should go.
  • 5Test with a task containing the proposal and fee identifiers.

Questions about this workflow

Can this update the fee?

No. It retrieves the fee so you can review it before using an update action.

What identifiers are useful?

Provide the proposal id and fee id when available.

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.

TriggerScheduled

Create Client

Tool to create a client. use when adding a new client record to bidsketch.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Task Created

Trigger when a new task is added to Todoist.

TriggerPolling

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.

ActionInstant

Delete Proposal

Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.

ActionInstant

Delete Proposal Fee

Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.

ActionInstant

Delete Proposal Section

Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.

ActionInstant

Delete Section

Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.

ActionInstant

Delete Webhook

Tool to delete a webhook. use after obtaining the webhook id to remove it.

ActionInstant

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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