Keep Bidsketch client records current from Ably
Turn a clear client update in Ably into a reviewed change in Bidsketch.
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
A client sends corrected contact details, but the change stays buried in a message thread.
- Reduce time spent searching for and editing client records.
- Use explicit corrections instead of guessing from conversation context.
- Flag ambiguous client matches for review.
Setup
Build it in a few focused steps.
- 1Connect Ably and Bidsketch once in the Notis portal.
- 2Create an automation in the portal or tell Notis the outcome in plain language from any channel.
- 3Ask Notis to update the matching Bidsketch client only when an Ably message clearly identifies the client and the corrected details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real correction message.
Questions about this workflow
How does Notis know which client to update?
The Ably message must identify the client clearly, such as by a known name or email. Tell Notis to report ambiguous matches instead of choosing one.
Can it infer missing contact details?
No. It can use details supplied in the message, but any missing or unclear value should be reported for review.
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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