Check a client's contact details in one review
Send a client ID and contact detail through a webhook. Notis can fetch the Bidsketch client and ask Abstract to validate the submitted contact information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Client
Retrieves details about a specific client.
Why this helps
A quick client review can turn into a context-switching loop between records and validation tools.
- Bring client details and contact validation into one run.
- Spot contact issues before starting follow-up.
- Get a concise review without searching across tools.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for client contact review.
- 3Describe that Notis should fetch the specified Bidsketch client, validate the submitted email or phone with Abstract, and summarize the outcome.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real client ID and contact detail.
Questions about this workflow
Does the workflow validate every contact on the account?
No. The webhook request should identify the client and provide the contact detail to check.
Will this update the client record?
No. This workflow retrieves the client and reports validation results. Use a separate client update workflow to change a record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Bidsketch. A trigger fires from one place; an action lands in another.
Abstract triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Permanently deletes a client and all their proposals.
Create Proposal
Delete Fee
Deletes a saved fee.
Delete Proposal
Deletes a proposal and all its content.
Delete Proposal Fee
Deletes a fee from a proposal.
Delete Proposal Section
Deletes a section from a proposal.
Delete Section
Permanently deletes a saved section.
Connect any two apps with Notis in the middle.
Abstract and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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