Keep Bidsketch client records current
Run a regular cleanup pass so proposals use the latest client information.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Outdated client details create avoidable corrections before proposals go out.
- Reduces stale contact data
- Improves proposal accuracy
- Creates a predictable maintenance routine
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Bidsketch in Notis.
- 2Create an automation that describes the update decision and desired fields.
- 3Pick a recurring schedule trigger.
- 4Choose where reports go and test with one known client.
Questions about this workflow
Where does the updated information come from?
Provide the current values in the scheduled workflow input or connected source payload.
Will every client be changed?
Only clients and values covered by your instruction should be updated.
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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