Check Bidsketch proposals when a Trello card is archived
Close the loop before an archived card disappears from daily attention.
Trigger
Card Archived Trigger
Triggered when a card is archived in the specified board
Action
Get Client Proposals
Tool to list proposals for a specific client. use after confirming the client id exists.
Why this helps
Archiving a Trello card can hide proposals that still need a final decision.
- Catch unfinished commercial work
- Make closeout decisions visible
- Reduce forgotten proposals
Setup
Build it in a few focused steps.
- 1Connect Trello and Bidsketch in Notis once.
- 2Create an automation with a closeout focused name.
- 3Tell Notis to identify the client linked to the archived card and list their Bidsketch proposals with recommended next steps.
- 4Choose the Trello Card Archived trigger and a report channel.
- 5Test with one card that has a known client.
Questions about this workflow
Does archiving delete the proposal?
No. The workflow only retrieves client proposals for review.
Can the report flag open proposals?
Yes, ask Notis to highlight proposals that still require a decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Bidsketch. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
New Board Trigger
Triggered when a board is created in the specified workspace
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
New Card Trigger
Triggered when a card is created in the specified board
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello 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.