Create Bidsketch clients from 21risk audit requests
Start proposal work as soon as an audit request appears.
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 prospects can sit unrecorded while compliance work takes priority.
- Captures prospects immediately
- Reduces duplicate data entry
- Keeps sales intake moving
Setup
Build it in a few focused steps.
- 1Connect 21risk and Bidsketch in Notis once.
- 2Create an automation named for client intake.
- 3Tell Notis to create a Bidsketch client from each incoming 21risk audit request.
- 4Pick the 21risk webhook trigger and a report channel.
- 5Test with one real audit request.
Questions about this workflow
What starts this workflow?
An HTTP request received by the Notis webhook trigger.
Can Notis decide whether the request is a real prospect?
Yes, if you state the qualification rule in the instruction and the request includes enough context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Bidsketch. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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