Update Bidsketch client details after a risk review
Keep proposal records aligned with the latest verified client information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Outdated client details create avoidable proposal errors and follow-up confusion.
- Maintains accurate records
- Prevents stale proposal context
- Cuts manual reconciliation
Setup
Build it in a few focused steps.
- 1Connect 21risk and Bidsketch once.
- 2Create a client maintenance automation.
- 3Tell Notis to update the matching Bidsketch client with verified details from each review.
- 4Choose the 21risk webhook trigger and report destination.
- 5Test with one reviewed client.
Questions about this workflow
Does this replace every client field?
Only the changes you describe in the instruction are applied.
What if no matching client exists?
Ask Notis to report the unmatched review instead of updating a record.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.