Add a proposal section from a new Trello requirement
Approved requirements become proposal content while the context is still fresh.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Create Proposal Section
Tool to create a proposal section. use after confirming a proposal exists to add a new opening or closing section.
Why this helps
New requirements are recorded in Trello but never make it into the proposal structure.
- Keep proposal scope complete
- Reduce manual content transfer
- Capture decisions while they are fresh
Setup
Build it in a few focused steps.
- 1Connect Trello and Bidsketch in Notis once.
- 2Create the automation in Automations, New Automation.
- 3Tell Notis to add a proposal section from each approved requirement card and identify the matching proposal.
- 4Pick the Trello New Card trigger and a report channel.
- 5Test with one approved requirement card.
Questions about this workflow
Can the section be opening or closing content?
Specify the section type in the instruction so Notis can use the requested option.
What if the requirement is not approved?
Tell Notis to skip it and report that no action was taken.
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
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