Capture weather-driven service opportunities as clients
When conditions create a clear service opportunity, turn the contact details you provide into a Bidsketch client record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Client
Creates a new client record.
Why this helps
A time-sensitive service opportunity can get lost when weather context and new contact details arrive in different places.
- Review conditions on a schedule for opportunities relevant to your services.
- Create a client record from contact details supplied to the workflow.
- Keep an actionable opportunity from getting buried in a forecast or message.
Setup
Build it in a few focused steps.
- 1Connect AccuWeather and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis what weather conditions qualify as an opportunity and to create a client only when complete contact details are available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real opportunity and verify the client record.
Questions about this workflow
Can AccuWeather identify potential clients?
AccuWeather provides weather information, not lead or contact records. Supply contact details and define the opportunity criteria in the workflow context.
Will the workflow create a record without contact details?
The instruction should require complete contact details and have Notis report missing information instead of creating an incomplete record.
Can it create a proposal too?
This workflow creates a client record. A separate workflow can draft a proposal once the client and project details are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AccuWeather to Bidsketch. A trigger fires from one place; an action lands in another.
AccuWeather 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.
AccuWeather and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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