Keep Bidsketch client details current from ActiveTrail updates
Pass confirmed contact changes to Notis and update the matching client record without switching between apps to re-enter 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
Contact details drift when marketing records change but proposal records are left behind.
- Update a matching client with changed details supplied by the webhook.
- Reduce stale contact information in proposal records.
- Use run reports to catch records that could not be matched.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Bidsketch once in the Notis portal.
- 2Create an automation and describe how to update the matching Bidsketch client from confirmed contact changes in a webhook.
- 3Select the webhook trigger and choose where run reports should go.
- 4Test with one real contact update for a known client and review the changed record.
Questions about this workflow
Can the workflow find the right client automatically?
It can use identifying information supplied in the webhook and available client data. If there is not enough information to identify one client, the run should be reviewed.
Does ActiveTrail provide a contact update trigger?
No ActiveTrail trigger events are listed here. An external caller must send the update to the Notis webhook.
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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