Make a daily pass over WhatsApp leads
Let Notis check recent WhatsApp conversations on a schedule and capture clear new prospects in Bidsketch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
A busy day of chats can leave potential clients without a follow-up record.
- Create a regular review point for new inquiries.
- Reduce missed prospects across busy chat days.
- Avoid creating records when the conversation lacks enough identifying detail.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the scheduled review.
- 3Tell Notis to review recent 2chat conversations for clear new prospects and create a Bidsketch client only when enough information is available to identify them.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run one scheduled review and check the client records it creates.
Questions about this workflow
How does Notis know which conversations are new?
The prompt should specify a review window. If 2chat does not provide the needed history or timestamps, provide that information or use a webhook instead.
Will it create a proposal for each lead?
No. This workflow creates Bidsketch client records. Proposal creation is not among the available actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Bidsketch. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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