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Notis

List proposal fees after a Trello card update

See every proposal fee before pricing decisions move forward.

Trigger

Card Updated Trigger

Triggered when a specific card is updated

Action

Get Proposal Fees

Tool to list all fees for a proposal. use after confirming the proposal id exists; supports pagination.

Why this helps

Pricing reviews stall because fee details are spread across proposal records.

  • Make pricing reviews faster
  • Reduce missed line items
  • Support cleaner approvals

Setup

Build it in a few focused steps.

  • 1Connect Trello and Bidsketch in Notis once.
  • 2Create a named automation in Automations.
  • 3Tell Notis to find the matching proposal and list its fees when the card indicates a pricing review.
  • 4Choose the Trello Card Updated trigger and a report destination.
  • 5Test with one pricing review card.

Questions about this workflow

Can Notis summarize the returned fees?

Yes, ask it to group or summarize the fee data in the report.

Does this modify fees?

No. It uses Get Proposal Fees for review only.

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.

TriggerScheduled

Create Client

Tool to create a client. use when adding a new client record to bidsketch.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Card Archived Trigger

Triggered when a card is archived in the specified board

TriggerInstant

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.

ActionInstant

New Activity Trigger

Triggered when there is activity in Trello.

TriggerInstant

Delete Proposal

Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.

ActionInstant

New Board Trigger

Triggered when a board is created in the specified workspace

TriggerInstant

Delete Proposal Fee

Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.

ActionInstant

New Card Trigger

Triggered when a card is created in the specified board

TriggerInstant

Delete Proposal Section

Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.

ActionInstant

Card Updated Trigger

Triggered when a specific card is updated

TriggerInstant

Delete Section

Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.

ActionInstant

Delete Webhook

Tool to delete a webhook. use after obtaining the webhook id to remove it.

ActionInstant

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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