Review your Bidsketch client directory regularly
Make a quick client directory review part of a predictable routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Clients
Tool to retrieve all clients. use when you need to list all clients on the account.
Why this helps
Client records accumulate and are easy to overlook when housekeeping depends on remembering to check.
- Make client record review easier to remember.
- Get the account's client list in one run.
- Focus attention on records that need a human decision.
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 outcome to Notis in plain language.
- 3Ask Notis to retrieve the Bidsketch client list on a schedule and summarize it for housekeeping review.
- 4Pick the Notis cron trigger and choose where run reports should go.
- 5Test with one real run and confirm the list is actionable.
Questions about this workflow
Does this automatically delete or change client records?
No. It retrieves the client list for review. Any changes require a separate instruction and action.
Can it identify stale clients?
Only if you supply a definition of stale and the available client data supports it. The listed action does not promise activity history.
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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