Close obsolete client records carefully
Make permanent offboarding deliberate, validated, and easy to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Old records clutter accounts, but deletion is risky without identity confirmation.
- Reduce account clutter
- Confirm the correct company
- Create a deletion report
Setup
Build it in a few focused steps.
- 1Connect 44API and Bidsketch in Notis once.
- 2Create an automation with an explicit deletion prompt.
- 3Tell Notis to validate the VAT ID, confirm the client ID, and delete the client and associated proposals only when the request explicitly authorizes it.
- 4Choose the webhook trigger and report channel.
- 5Test with a nonproduction example or a confirmed record.
Questions about this workflow
Is deletion reversible?
The action permanently removes the client and associated proposals, so require explicit confirmation.
What identifiers should be supplied?
Provide the Bidsketch client ID and the VAT identifier to validate.
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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