Turn WhatsApp inquiries into Bidsketch clients
Capture the useful details from a new WhatsApp inquiry and create a Bidsketch client record without switching apps.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Promising inquiries can get buried in chat before anyone adds the prospect to Bidsketch.
- Keep new prospects visible in Bidsketch.
- Reduce copying details from chat by hand.
- Capture only details included in the incoming message.
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 give it a name.
- 3Tell Notis to create a Bidsketch client from the prospect details in the incoming WhatsApp message, leaving unavailable details blank.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real inquiry to the webhook and review the resulting client record.
Questions about this workflow
Does this create a proposal too?
No. The available Bidsketch actions do not include creating a proposal. This workflow creates a client record.
What if the chat does not include every client detail?
Notis can use the details that are present. Missing information should remain unspecified rather than guessed.
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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