Update a proposal from a Trello scope card
Approved changes should reach the proposal immediately, without another admin task.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Update Proposal
Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
Why this helps
Scope decisions in Trello leave proposals outdated and confusing for clients.
- Keep proposals aligned with decisions
- Reduce revision mistakes
- Preserve a clear source of context
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 identify the matching proposal and update only the approved details from each qualifying new card.
- 4Pick the Trello New Card trigger and a report channel.
- 5Test with one approved scope card.
Questions about this workflow
Can Notis update only approved changes?
Yes, state that the card must contain an approval signal before any proposal update.
What if several proposals match?
Ask Notis to report the ambiguity and wait for review.
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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