Create Bidsketch clients from Ably lead messages
Capture complete lead details from Ably and put them straight into Bidsketch.
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
Lead details arrive in chat, then get lost before anyone has time to create a client record.
- Reduce manual copying from chat into proposal software.
- Create a client record while the lead context is fresh.
- Skip creation when required client details are missing.
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 what outcome you want from any channel.
- 3In one instruction, ask Notis to create a Bidsketch client from Ably messages that contain complete lead details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real Ably lead message.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Use an Ably message delivery path that sends the relevant message content to that webhook.
What if the message is missing client details?
Tell Notis to skip client creation and report which details are missing. The workflow cannot fill in facts that are not in the message.
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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