Keep Bidsketch client details current from approved contact updates
Send an intentional contact update through a webhook and let Notis refresh the identified client record.
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
A changed contact detail can remain stale in Bidsketch when updates have to be copied across tools by hand.
- Apply explicit contact updates to an identified client record.
- Avoid overwriting details based on incomplete or ambiguous requests.
- Keep a report of updates that need 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 to update only the Bidsketch client identified in the webhook and to apply only the supplied approved details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real update and confirm the intended client fields changed.
Questions about this workflow
Can the workflow decide which contact updates are approved?
Specify the approval condition in your instruction or send only approved updates to the webhook. The workflow should flag unclear approval status.
What if the webhook does not identify the Bidsketch client?
Have Notis report the missing or ambiguous identifier for review instead of guessing which client to update.
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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