Check the phone number before creating a client
Let Abstract verify a lead's phone number as the webhook arrives, then add the client 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
Unverified phone details make it harder to follow up when email is not enough.
- Catch phone number issues at intake.
- Create a client only when the number passes the requested check.
- Avoid a separate manual verification step.
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 phone verification.
- 3Describe that Notis should verify the submitted phone with Abstract and create a Bidsketch client when it is verified.
- 4Pick the webhook trigger and choose a report channel.
- 5Test with one real contact and review the result.
Questions about this workflow
Does this verify the number through Abstract?
Yes. The instruction asks Abstract to verify the number submitted to the webhook.
Can it also include an email check?
You can ask Notis to check both submitted contact details before creating the client.
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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