Get a Bidsketch proposal pipeline overview
Turn a planning task into a current view of every proposal in progress.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Proposals
Tool to retrieve all proposals for the account. use when you need an overview of existing proposals.
Why this helps
Pipeline reviews become stale when proposal status is checked manually and inconsistently.
- Creates a repeatable pipeline review
- Highlights current proposal records
- Saves review time
Setup
Build it in a few focused steps.
- 1Connect Todoist and Bidsketch in the Notis portal once.
- 2Create an automation that retrieves proposals and summarizes the requested pipeline view.
- 3Pick New Task Created in Todoist as the trigger.
- 4Choose the destination for the run report.
- 5Test with a task requesting a proposal pipeline review.
Questions about this workflow
Can the summary focus on a status?
State the status or decision you want reviewed in the Todoist task.
Does this edit proposals?
No. It retrieves proposal records for an overview.
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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No card. Works with personal or business Bidsketch.