Inspect a Bidsketch client before a risk follow-up
Give every risk follow-up the right client context first.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Client
Tool to get a client by id. use when you need detailed client info after obtaining its id.
Why this helps
Teams waste time chasing the wrong contact or using stale account details.
- Adds context before action
- Reduces misdirected outreach
- Makes handoffs clearer
Setup
Build it in a few focused steps.
- 1Connect both apps in Notis.
- 2Create a client context automation.
- 3Tell Notis to fetch the matching Bidsketch client when a 21risk follow-up request arrives and summarize relevant details.
- 4Select the webhook trigger and report channel.
- 5Test with one real client request.
Questions about this workflow
Does this change the client record?
No, this workflow retrieves and summarizes the existing record.
Can it flag missing clients?
Yes, instruct Notis to report missing matches clearly.
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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No card. Works with personal or business Bidsketch.