Turn ActiveMerge intake into Bidsketch client records
Capture the client once, then move straight into proposal work with their details in Bidsketch.
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
Re-entering new client details after an intake workflow adds friction before proposal work can begin.
- Create a client record when an intake is ready.
- Reduce manual copying of client details.
- Give proposal work a consistent client record to reference.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Bidsketch once in the Notis portal.
- 2Create an automation and tell Notis to create a client from submitted intake details.
- 3Pick the webhook trigger and select a channel for run reports.
- 4Configure your ActiveMerge workflow or connected backend to send the intake details to the webhook.
- 5Test with one real intake and confirm the client record in Bidsketch.
Questions about this workflow
Can Notis start this from an ActiveMerge event directly?
ActiveMerge has no listed trigger event here. Your ActiveMerge workflow or connected backend can start Notis by sending an HTTP request to its webhook.
What should the webhook include?
Send the client details needed for the record, such as a name and relevant contact or organization information.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.