Add proposal clients with a validated email
Send a contact through a webhook and let Notis validate the email before creating the client in 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
A mistyped email can turn a promising lead into a contact you cannot reach.
- Catch invalid email addresses before adding a client.
- Reduce manual checking during proposal intake.
- Keep lead details and client creation in one flow.
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 give it a clear name.
- 3Describe that Notis should validate the submitted email with Abstract and create a Bidsketch client only when valid.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact and review the run report.
Questions about this workflow
What starts this automation?
An HTTP request to its Notis webhook starts it with the contact details.
Will it create a client when the email is invalid?
The instruction can tell Notis to create the client only after Abstract reports the email is valid.
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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