Add a scope section from a completed project brief
Make the proposal reflect the latest scope without rewriting the same details from scratch.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Important scope decisions remain in form responses instead of the proposal the team sends.
- Keep scope visible in proposals
- Reduce manual transcription
- Create a clearer client record
Setup
Build it in a few focused steps.
- 1Connect Typeform and Bidsketch in Notis once.
- 2Create an automation that finds the proposal and creates a section from confirmed scope details.
- 3Pick the Typeform New Form Response trigger.
- 4Choose where reports should go.
- 5Test with one response containing a distinct scope addition.
Questions about this workflow
Can the section be opening or closing?
Tell Notis which supported section position to use in the instruction.
What if scope is unclear?
The run report can flag the response for review instead of creating uncertain content.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Bidsketch. A trigger fires from one place; an action lands in another.
Typeform 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.
New Form Response
Triggers when a respondent completes and submits the form.
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.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
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.
Typeform and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.