Check Bidsketch templates from Todoist
Start proposal work with a current view of the templates you can use.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Templates
Tool to list all proposal templates saved for the account. use when you need to fetch available templates before creating a new proposal.
Why this helps
Choosing a template becomes a distracting search before the actual proposal work begins.
- Speeds template selection
- Keeps planning contextual
- Avoids stale template lists
Setup
Build it in a few focused steps.
- 1Connect Todoist and Bidsketch in the Notis portal once.
- 2Create an automation that retrieves templates and summarizes relevant choices.
- 3Pick New Task Created in Todoist as the trigger.
- 4Choose where the template report should be delivered.
- 5Test with a task describing the proposal type you are planning.
Questions about this workflow
Does this create a proposal?
No. It retrieves templates so you can choose the right starting point.
Can the task include selection criteria?
Yes. Describe the project type or constraints in the Todoist task.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.