Review Bidsketch proposals when Typeform requests arrive
See the live proposal picture before committing to another response. Notis can retrieve Bidsketch proposals and surface possible overlaps.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Get Proposals
Tool to retrieve all proposals for the account. use when you need an overview of existing proposals.
Why this helps
New requests compete with active proposals that are invisible during intake.
- See competing active work
- Reduce overcommitment
- Prioritize the right response
Setup
Build it in a few focused steps.
- 1Connect Typeform and Bidsketch in Notis once.
- 2Create an automation that retrieves proposals and flags records related to the new request.
- 3Pick the Typeform New Form Response trigger.
- 4Choose a report channel.
- 5Test with a response that overlaps an active proposal.
Questions about this workflow
Does this update proposal statuses?
No. It retrieves proposals and reports relevant findings for your decision.
Can it report no overlap?
Yes. The run report can state when no related proposal is found.
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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No card. Works with personal or business Bidsketch.