Keep Bidsketch client details current from WhatsApp
When a client shares a new detail in chat, pass it to Notis and update the matching Bidsketch record.
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
Contact details shared in a conversation are easy to overlook when the client record lives elsewhere.
- Keep client records aligned with details clients share.
- Avoid retyping updated information.
- Base changes on information present in the conversation.
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 it.
- 3Tell Notis to identify the existing Bidsketch client and update only details explicitly changed in the incoming WhatsApp message.
- 4Pick the Notis webhook trigger and select a report channel.
- 5Test with one real chat containing a confirmed client detail change.
Questions about this workflow
What if Notis cannot identify the client confidently?
Have the automation report the ambiguity for review instead of changing a record it cannot match reliably.
Can it infer missing contact details?
No. The update should use only details explicitly provided in the chat.
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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