Review Bidsketch clients for risk follow-up
Start the week with a focused list of clients that need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Clients
Tool to retrieve all clients. use when you need to list all clients on the account.
Why this helps
Client records needing risk action can disappear inside a busy pipeline.
- Creates a predictable review habit
- Surfaces neglected clients
- Reduces mental tracking
Setup
Build it in a few focused steps.
- 1Connect 21risk and Bidsketch once.
- 2Create a scheduled client review automation.
- 3Tell Notis to retrieve all Bidsketch clients and flag those matching your risk follow-up criteria.
- 4Choose a recurring schedule and report channel.
- 5Test with the next run using current client data.
Questions about this workflow
What criteria can it use?
Use criteria supported by the client data and your stated review rules.
Can it update clients too?
This workflow reports findings; create a separate update workflow for edits.
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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