Review Bidsketch proposal stats every week
Start your weekly planning with the proposal numbers that matter.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Stats
Tool to get proposal statistics. use when you need the total count of proposals for the account.
Why this helps
Proposal volume is available in Bidsketch but rarely reviewed consistently.
- Create a dependable review habit
- Reduce manual reporting
- Spot pipeline changes earlier
Setup
Build it in a few focused steps.
- 1Connect Bidsketch in Notis once.
- 2Create a scheduled automation in Automations, New Automation.
- 3Tell Notis to retrieve proposal statistics and summarize meaningful changes for your weekly review.
- 4Choose a Notis cron schedule and a report channel.
- 5Run one test execution and confirm the report format.
Questions about this workflow
Can I choose the day and time?
Yes, select the recurring Notis schedule that fits your operating rhythm.
Does the report include historical trends?
Only if the returned data includes them or you provide a baseline in the instruction.
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.