Find a Bidsketch template from an intake webhook
Turn a submitted opportunity into a ready shortlist of proposal starting points.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Templates
Tool to list all proposal templates saved for the account. use when you need to fetch available templates before creating a new proposal.
Why this helps
Template selection becomes a separate research task after an opportunity is submitted.
- Speed proposal preparation
- Use consistent starting points
- Reduce template hunting
Setup
Build it in a few focused steps.
- 1Connect Bidsketch in Notis once.
- 2Create a new automation and describe the desired template selection outcome.
- 3Tell Notis to receive the intake payload and list the Bidsketch templates that fit its requirements.
- 4Choose a Notis webhook trigger and a report channel.
- 5Send one real intake payload to test the result.
Questions about this workflow
What data must the webhook include?
Include the opportunity details needed to judge template fit, such as service type or scope.
Does this create a proposal?
No. It retrieves templates so you can choose the right starting point.
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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No card. Works with personal or business Bidsketch.