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Notis

Select the right Bidsketch template for new roles

Start each role with the proposal structure that fits its requirements.

Trigger

New Job Posting

Triggers when a new job posting appears (newly published/opened) in Workday. This trigger monitors job postings and fires when new postings are detected.

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

Choosing a starting template takes time and leads to inconsistent proposal quality.

  • Speed up proposal starts
  • Improve template consistency
  • Make role requirements visible

Setup

Build it in a few focused steps.

  • 1Connect Workday and Bidsketch once in Notis.
  • 2Create an automation for new job postings.
  • 3Tell Notis to review available templates and recommend the best match with reasons.
  • 4Pick Workday New Job Posting as the trigger.
  • 5Choose a report channel and test with one posting.

Questions about this workflow

Does this create a proposal automatically?

This workflow recommends a template. You can instruct Notis to take a different supported action if your process requires it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Workday to Bidsketch. A trigger fires from one place; an action lands in another.

Workday triggers

Bidsketch actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Tool to create a client. use when adding a new client record to bidsketch.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Absence Balance Changed

Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.

TriggerPolling

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.

ActionInstant

Balance Details Changed

Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.

TriggerPolling

Delete Proposal

Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.

ActionInstant

Interview Feedback Submitted or Updated

Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.

TriggerPolling

Delete Proposal Fee

Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.

ActionInstant

Job Posting Changed

Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.

TriggerPolling

Delete Proposal Section

Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.

ActionInstant

Job Posting Questionnaire Changed

Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.

TriggerPolling

Delete Section

Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.

ActionInstant

New Absence Balance

Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.

TriggerPolling

Delete Webhook

Tool to delete a webhook. use after obtaining the webhook id to remove it.

ActionInstant

Connect any two apps with Notis in the middle.

Workday and Bidsketch, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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