Compare ActiveCampaign contacts with your Bidsketch client list
Get a concise list of likely matches and records that need your attention.
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
Keeping contact and client lists aligned can turn into a slow, repetitive search across two apps.
- Compare a defined contact set against the Bidsketch client list.
- Identify likely missing or mismatched records for review.
- Avoid treating uncertain name matches as confirmed duplicates.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis which ActiveCampaign contacts to compare, what details to use for matching, and how to report unmatched or uncertain records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Review one report and refine the matching instruction if needed.
Questions about this workflow
Does this workflow change client records?
No. It retrieves Bidsketch clients and reports comparison results. It does not create or update records.
Can it deduplicate the lists automatically?
This workflow reports possible matches and mismatches. Have a person confirm uncertain records before making changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Bidsketch. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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