Choose a proposal template for an incoming project
Make proposal setup faster by seeing the best available template as soon as the brief arrives.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Teams lose time deciding which proposal template fits a new request.
- Shorten proposal setup
- Reuse proven structures
- Make template choices consistent
Setup
Build it in a few focused steps.
- 1Connect Typeform and Bidsketch in Notis once.
- 2Create an automation that lists templates and recommends one based on the submitted brief.
- 3Pick the Typeform New Form Response trigger.
- 4Choose where reports should go.
- 5Test with a representative project brief.
Questions about this workflow
Does this create a proposal?
No. It retrieves templates and recommends a fit for the request.
Can I override the recommendation?
Yes. The report is a recommendation you can review before proceeding.
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
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