Audit full proposal content against a new response
Catch missing scope, fees, or wording before a proposal leaves your team.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Get Proposal Content
Tool to get a proposal with all its content (sections and fees). use when you need a full proposal in one call.
Why this helps
Proposal reviews happen without a complete comparison to the latest client requirements.
- Catch omissions before sending
- Review sections and fees together
- Reduce last-minute proposal edits
Setup
Build it in a few focused steps.
- 1Connect Typeform and Bidsketch in Notis once.
- 2Create an automation that retrieves full proposal content and reports differences from the submitted response.
- 3Pick the Typeform New Form Response trigger.
- 4Choose a report channel.
- 5Test with a proposal and response that share a known requirement.
Questions about this workflow
Does this modify the proposal?
No. It retrieves full content and reports potential gaps.
What does full content include?
The action returns the proposal with its sections and fees.
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.