Keep Bidsketch client records current
Give your client list a quiet maintenance routine that catches outdated legal details.
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
Client records drift as legal names, addresses, or registration details change.
- Catch changed company information
- Reduce proposal paperwork errors
- Review only records needing attention
Setup
Build it in a few focused steps.
- 1Connect 44API and Bidsketch in Notis once.
- 2Create an automation describing the refresh outcome.
- 3Ask Notis to validate each supplied VAT ID, compare returned details, and update the matching client when needed.
- 4Pick a recurring schedule and report channel.
- 5Test with one known client record.
Questions about this workflow
Does this discover VAT IDs automatically?
No. Provide the VAT identifiers or a source list in the prompt or webhook payload.
Will unchanged clients be rewritten?
Instruct Notis to update only when returned details differ from the current client record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 44API to Bidsketch. A trigger fires from one place; an action lands in another.
44API 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.
44API and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Bidsketch.