Keep Bidsketch client details current with AccuLynx
Bring verified contact updates into the client record where proposals live.
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
Contact changes can get stranded in the lead system while proposal work continues with outdated details.
- Apply contact updates supplied in a webhook request.
- Keep proposal records aligned with current lead information.
- Avoid searching for and retyping known changes.
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.
- 3Describe how to identify the existing client and apply only the supplied, verified changes.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real update request for a known Bidsketch client.
Questions about this workflow
What is needed to update the right client?
The request or connected app data must provide enough information to identify the existing Bidsketch client. Do not rely on an unstated matching rule.
Can this workflow create a client when no match exists?
This workflow uses Update Client. A create-if-missing behavior is not part of the selected action.
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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