Create Bidsketch clients from qualified ActiveTrail leads
Move a qualified prospect into Bidsketch as soon as your lead process is ready, without retyping their details.
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
Copying a prospect's details by hand adds friction right when it is time to prepare a proposal.
- Create client records from a webhook containing an ActiveTrail contact.
- Reduce duplicate entry between marketing and proposal work.
- Keep qualification context available for the run report.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Bidsketch once in the Notis portal.
- 2Create an automation and describe how to create a Bidsketch client from a qualified ActiveTrail contact received by webhook.
- 3Select the webhook trigger and choose where run reports should go.
- 4Send one real qualified contact as a test and review the created client and report.
Questions about this workflow
Does ActiveTrail start this workflow directly?
ActiveTrail has no listed trigger events. A webhook starts the workflow, and an external caller must send the qualified contact details.
What happens if the webhook has incomplete contact details?
Notis can report which needed details are missing. Supply any required client information in the webhook payload before expecting a complete record.
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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