Add confirmed fee line items to proposals quickly
Keep proposal pricing updates moving when a fee is approved.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Proposal Fee
Tool to create a proposal fee. use after confirming the proposal exists to add a cost line item; require unit when feetype is custom.
Why this helps
Approved pricing changes wait in messages before reaching the proposal.
- Reduce pricing update delays
- Keep proposals aligned
- Create a clear approval handoff
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Bidsketch once in the Notis portal.
- 2Create an automation asking Notis to add the confirmed fee to the specified proposal.
- 3Choose a webhook trigger.
- 4Select a report channel and test with one approved fee request.
Questions about this workflow
Does the proposal need to exist first?
Yes. The action is for adding a fee to an existing proposal.
Are custom fee units required?
Yes. Include the unit when the fee type is custom.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Bidsketch. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk 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.