Keep Bidsketch contact details verified
Send a client update through a webhook and let Abstract check changed email or phone details before Notis updates Bidsketch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Client
Updates an existing client record.
Why this helps
Updating a client with an unverified contact change can make future follow-up harder.
- Check changed contact details before saving them.
- Avoid replacing working details with invalid information.
- Reduce manual review during client updates.
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 updates.
- 3Describe that Notis should validate changed email or phone details with Abstract and update the identified Bidsketch client only when checks pass.
- 4Pick the webhook trigger and choose a report channel.
- 5Test with one real client update and review the run report.
Questions about this workflow
How does Notis know which client to update?
Include the existing Bidsketch client identifier in the webhook request and refer to it in the instruction.
What happens if a contact check fails?
Tell Notis to leave the client unchanged and report which submitted detail needs review.
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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