Create a Bidsketch client when ActiveCampaign qualifies a lead
Move qualified leads into Bidsketch without retyping contact details or losing the moment to follow up.
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
A qualified lead can sit in ActiveCampaign while you switch tools, copy details, and remember to create a client record.
- Create a client record from details included in an inbound webhook.
- Reduce manual copying between marketing and proposal work.
- Keep qualification criteria and required client details explicit in the instruction.
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 create a Bidsketch client only when the incoming contact meets your stated qualification criteria, using the supplied contact details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real qualified lead to the webhook and review the Bidsketch client and run report.
Questions about this workflow
Does ActiveCampaign provide a trigger for this workflow?
No ActiveCampaign trigger event is listed here. The workflow starts when an HTTP request reaches its Notis webhook.
What details should the webhook include?
Include the contact details Bidsketch needs and the qualification information Notis should use. Missing information must be supplied before the client can be created reliably.
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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