Keep client records current when weather affects a project
Put the latest weather context where you already manage client relationships, so coordination details are easier to find.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Client
Updates an existing client record.
Why this helps
Weather-related coordination can end up scattered across messages, leaving client records without a useful summary.
- Review current conditions and forecasts on a schedule.
- Update a client record with a concise note when weather affects project coordination.
- Keep weather context close to the client record.
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 to check project forecasts and update the relevant client record only when conditions affect coordination.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client and project, then review the updated record.
Questions about this workflow
How does Notis know which client is involved?
Include a reliable client identifier and project location in the automation instruction or the information available to each run.
Will every forecast update the client record?
The instruction can ask Notis to update the record only when the weather is relevant to project coordination.
Can this update a proposal too?
This workflow updates a client record. Proposal changes would require a separate workflow using a proposal action.
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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