Turn approved Ably handoffs into Bidsketch clients
Move qualified handoffs into proposal work with fewer manual steps.
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
The team has to distinguish active prospects from casual inquiries before opening a client record.
- Keep unqualified inquiries out of the client list.
- Create records for handoffs that are explicitly ready for proposal work.
- Make missing intake details visible before the work proceeds.
Setup
Build it in a few focused steps.
- 1Connect Ably and Bidsketch once in the Notis portal.
- 2Create an automation in the portal or describe the result to Notis in plain language.
- 3Ask Notis to create a Bidsketch client only when the Ably handoff explicitly says it is approved and includes required details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one approved handoff message.
Questions about this workflow
Does Notis decide whether a lead is approved?
No. The Ably message must contain an explicit approval signal. Tell Notis to skip handoffs without it.
What happens if the approval is present but details are incomplete?
Notis can report the missing details and skip client creation until the handoff is complete.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Bidsketch. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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