Create Bidsketch clients from new leads
Capture qualified leads once and start proposals without retyping client details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
New lead details get stranded between forms, inboxes, and proposal tools.
- Removes duplicate data entry
- Starts proposal work faster
- Keeps client records consistent
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Bidsketch in Notis.
- 2Create an automation and describe the client creation outcome.
- 3Choose a webhook trigger and send one representative lead payload.
- 4Select a report channel, then test with one real lead.
Questions about this workflow
What information should the webhook include?
Include the client details you want Notis to use, such as name, email, company, and address.
Can I review the result?
Yes. Notis can report whether the Bidsketch client was created.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Bidsketch. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
0CodeKit and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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