Update Bidsketch proposals from approved intake
Move confirmed scope and contact updates into the right proposal while the request is still fresh.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Update Proposal
Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
Why this helps
Approved intake details stay stranded in forms and proposals drift out of date.
- Keep proposal details accurate
- Reduce manual editing
- Create a clearer handoff from intake
Setup
Build it in a few focused steps.
- 1Connect Typeform and Bidsketch in Notis once.
- 2Create an automation that finds the matching proposal and applies only confirmed response details.
- 3Pick the Typeform New Form Response trigger.
- 4Choose a report destination.
- 5Test with one approved response and review the proposal.
Questions about this workflow
What if the proposal cannot be identified?
Notis can report the ambiguity for review instead of applying an uncertain update.
Can it update any proposal field?
It can update the details supported by the Bidsketch action and present in the response.
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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