Keep Bidsketch proposal details current
Turn confirmed changes into a clean proposal update without another manual pass.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Proposal
Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
Why this helps
Proposal changes remain in conversations after decisions are made.
- Reduce update lag
- Keep records trustworthy
- Create a consistent change path
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Bidsketch once in the Notis portal.
- 2Create an automation instructing Notis to retrieve the proposal context and apply the confirmed changes.
- 3Choose a webhook trigger.
- 4Select a report channel and test with one approved update.
Questions about this workflow
Should Notis retrieve the proposal first?
Yes. Tell it to verify the proposal before applying changes.
Can this handle several approved changes?
Yes. Include all confirmed changes in the request or instruction.
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
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