Keep Bidsketch client records aligned with ActiveMerge updates
Bring corrected client details into Bidsketch as soon as your intake process captures them.
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
Updated contact or company details can stay trapped in a document while proposal records use stale information.
- Apply captured corrections to an existing client record.
- Keep proposal work connected to current client information.
- Avoid a separate manual update after intake changes.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Bidsketch once in the Notis portal.
- 2Create an automation and instruct Notis to update the existing client from the submitted changes.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Have the ActiveMerge workflow or connected backend send the client identifier and corrected details.
- 5Test with one real update and verify the Bidsketch client record.
Questions about this workflow
Can this find the right client without an identifier?
The update needs enough information to identify the existing client. Include the client identifier or another reliable matching detail in the webhook request.
Does this workflow create a proposal too?
No. Its outcome is updating an existing Bidsketch client record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Bidsketch. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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