Review saved Bidsketch sections from Todoist
Find reusable proposal language without leaving your task workflow.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Sections
Tool to list all sections. use when you need to retrieve saved sections for your account.
Why this helps
Reusable content is hard to find when section libraries are reviewed only inside the proposal tool.
- Surfaces reusable content
- Reduces rewriting
- Supports consistent proposals
Setup
Build it in a few focused steps.
- 1Connect Todoist and Bidsketch in the Notis portal once.
- 2Create an automation that lists sections and summarizes those relevant to the task.
- 3Pick New Task Created in Todoist as the trigger.
- 4Choose the report destination.
- 5Test with a task describing the section or proposal need.
Questions about this workflow
Can this add a section to a proposal?
Use the create proposal section action when you are ready to add content to a specific proposal.
Will it change saved sections?
No. This workflow only retrieves the section library.
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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