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Notis

Enrich lead IP data as you create proposal clients

When a lead arrives, have Abstract enrich the submitted IP information and add the contact to Bidsketch.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Client

Creates a new client record.

Why this helps

Lead details can arrive with too little context to make the next step clear.

  • Add useful IP context to an incoming lead review.
  • Cut the lookup step from proposal intake.
  • Keep client creation tied to the original submission.

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 lead enrichment.
  • 3Describe that Notis should enrich the submitted IP with Abstract and create a Bidsketch client using the provided contact details.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real lead submission and inspect the report.

Questions about this workflow

Does IP enrichment fill in missing client fields automatically?

The workflow can use Abstract's returned context, but only information provided by the request or returned by the apps is available.

What if a request has no IP address?

Ask Notis to create the client from the submitted contact details and skip enrichment when no IP is supplied.

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.

TriggerScheduled

Create Client

Creates a new client record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Client

Permanently deletes a client and all their proposals.

ActionInstant

Create Proposal

ActionInstant

Delete Fee

Deletes a saved fee.

ActionInstant

Delete Proposal

Deletes a proposal and all its content.

ActionInstant

Delete Proposal Fee

Deletes a fee from a proposal.

ActionInstant

Delete Proposal Section

Deletes a section from a proposal.

ActionInstant

Delete Section

Permanently deletes a saved section.

ActionInstant

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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