Keep eligible ActiveCampaign contacts represented in Bidsketch
A scheduled review can catch eligible contacts that have not made it into your client list yet.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Client
Creates a new client record.
Why this helps
Contact handoffs are easy to miss when no one owns the routine check between marketing and proposal tools.
- Review a defined group of ActiveCampaign contacts on a schedule.
- Check for an existing client before creating another record.
- Apply your eligibility rules consistently across the review.
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 are eligible, how to check for an existing Bidsketch client, and which supplied details to use for a new client.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Run one scheduled review and inspect the created client records and report.
Questions about this workflow
Can this workflow avoid duplicate clients?
Instruct Notis to compare the available contact details with existing Bidsketch clients before creating a record. The matching rule depends on the data available in both apps.
Can the schedule infer which contacts are eligible?
Only if you describe the eligibility criteria or ActiveCampaign exposes the relevant data. Otherwise, provide the criteria explicitly.
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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