Update a reusable Bidsketch fee from Todoist
Keep shared pricing current by recording the change where work already starts.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Update Fee
Tool to update a fee. use when you need to modify existing fee records with new data after verifying current values.
Why this helps
Outdated reusable fees create avoidable corrections in new proposals.
- Keeps pricing consistent
- Reduces proposal corrections
- Creates an audit friendly report
Setup
Build it in a few focused steps.
- 1Connect Todoist and Bidsketch in the Notis portal once.
- 2Create an automation that identifies the fee and applies the requested pricing update.
- 3Pick New Task Created in Todoist as the trigger.
- 4Choose a destination for completion reports.
- 5Test with a task naming one fee and the exact new value.
Questions about this workflow
Can I update the fee unit too?
Describe the unit change in the task when the action supports it.
What if the fee is used in live proposals?
Review the impact before running the update and include that context in the 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
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