Update a Bidsketch proposal from Todoist
Capture the requested proposal change once and let Notis apply it in Bidsketch.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Update Proposal
Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
Why this helps
Small proposal changes linger when updating the record requires a separate manual pass.
- Moves edits out of the backlog
- Keeps proposal data current
- Reports completion clearly
Setup
Build it in a few focused steps.
- 1Connect Todoist and Bidsketch in the Notis portal once.
- 2Create an automation that identifies the proposal and applies the stated update.
- 3Pick New Task Created in Todoist as the trigger.
- 4Choose where completion reports should go.
- 5Test with one task naming a proposal and exact changes.
Questions about this workflow
Should the task include the proposal id?
Include the id when available, or provide enough detail to identify the proposal safely.
What if the requested change is ambiguous?
Notis can report the ambiguity for clarification rather than applying an uncertain update.
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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