Turn qualified ActiveTrail contacts into Bidsketch clients on a schedule
Let Notis review a contact list at a cadence you choose and set up client records for prospects that meet your criteria.
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
Marketing lists can accumulate qualified prospects faster than you can remember to move them into proposal work.
- Review a chosen ActiveTrail contact list on a recurring schedule.
- Apply qualification criteria you provide in the instruction.
- Create client records for qualifying contacts and report exceptions.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Bidsketch once in the Notis portal.
- 2Create an automation, describe which contacts qualify for Bidsketch client creation, and choose a recurring schedule.
- 3Choose where run reports should go.
- 4Test with one real contact list review and verify the created client and any reported exceptions.
Questions about this workflow
Does Notis know which contacts are qualified?
Only if you state criteria that can be evaluated from available contact information. If your rule depends on missing fields or history, provide that information or adjust the rule.
Can the schedule create duplicate clients?
Ask Notis to check available client data before creating records. Review the test report and any uncertain matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Bidsketch. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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