Keep proposal client records aligned with project updates
Pass confirmed changes from a creative project into Notis so the right Bidsketch client record stays current.
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
Client details can drift between creative work and proposal records, leading to avoidable corrections later.
- Reduce duplicate client data entry.
- Use only changes supplied with the webhook.
- Keep proposal records aligned with confirmed project details.
Setup
Build it in a few focused steps.
- 1Connect Abyssale and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, tell Notis which supplied, confirmed client changes to apply and how to handle an unclear match.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client update and verify the Bidsketch record.
Questions about this workflow
Does Abyssale provide a client update trigger?
No trigger event is listed for Abyssale. This workflow starts when an external system sends a request to the Notis webhook.
What if the webhook does not identify the client clearly?
Instruct Notis to report the ambiguity instead of changing a record. The matching identifier must be included in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abyssale to Bidsketch. A trigger fires from one place; an action lands in another.
Abyssale 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
Creates a proposal for a client.
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.
Abyssale and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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