Find client records that may need attention
Make client record review a short, scheduled check instead of another task to remember.
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
Client details spread across lead and proposal systems can drift without an obvious prompt to review them.
- Review the Bidsketch client list on a chosen schedule.
- Surface apparent inconsistencies when both apps return relevant details.
- Receive a focused report instead of manually checking records.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Ask Notis to review Bidsketch clients against available AccuLynx lead details and report only supported discrepancies.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client example and review the evidence in the report.
Questions about this workflow
Will this edit client records automatically?
No. It uses Get Clients to review records and report possible discrepancies. Updating records would require a separate action.
What counts as a discrepancy?
Define the details to compare in the automation prompt. Notis can only compare information available from the connected apps or supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Bidsketch. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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