Keep client records current with security context
When new risk context arrives, pass it into the client record so the team can find it during proposal work.
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
Useful risk context can be separated from client records, leaving proposal work based on stale information.
- Bring a supplied security signal into the client record.
- Reduce manual context switching before proposal work.
- Update an existing record using details supplied in the request.
Setup
Build it in a few focused steps.
- 1Connect Abuselpdb and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to match the client using identifying details supplied with the webhook and update only relevant client information based on the supplied findings.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real request and verify the intended client record was updated.
Questions about this workflow
Can the automation infer which client an IP belongs to?
Only if the webhook or instruction supplies enough identifying context. Abuselpdb reputation data alone does not establish a client relationship.
Will it create a client if there is no match?
This workflow updates an existing client. It should report a missing or ambiguous match for review rather than assume which record to change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abuselpdb to Bidsketch. A trigger fires from one place; an action lands in another.
Abuselpdb 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.
Abuselpdb and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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