Make client record reviews easier to keep up with
Set a recurring check that gathers client records and highlights details you have asked Notis to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Clients
Lists all clients in the account.
Why this helps
Periodic client record checks often slip when they compete with active client work.
- Gather client records for a focused review.
- Apply review criteria you supply in plain language.
- Avoid assuming data that is not present in the returned records.
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.
- 3Describe which returned client details to summarize and what should be flagged for your review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and verify the reviewed records in Bidsketch.
Questions about this workflow
Can the workflow detect a change since the previous run?
Only if a baseline or history is provided. The client list action returns records, but no prior-run comparison is specified.
Will it edit client records?
No. This workflow uses the Get Clients action to retrieve and summarize records.
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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