Create a Bidsketch client from an AccuLynx lead
Give each new opportunity a client record ready for proposal work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Creates a new client record.
Why this helps
Adding the same client details in both systems slows down follow-up and can introduce inconsistent records.
- Create client records from the details supplied with a lead.
- Reduce duplicate data entry when an opportunity moves toward a proposal.
- Start proposal work with the client record already in place.
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.
- 3Tell Notis to create a Bidsketch client using the contact details in the webhook request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real AccuLynx lead request.
Questions about this workflow
Will this find and update an existing Bidsketch client?
This workflow uses the Create Client action. Confirm the intended behavior and supply any details needed to avoid duplicate records.
What starts the workflow?
An HTTP request to the Notis webhook starts it. AccuLynx trigger events are not listed in this package.
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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