Review Bidsketch clients for IoT customer planning
Make a regular customer review easier to start with one concise report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Clients
Lists all clients in the account.
Why this helps
Customer planning gets harder when useful client context is scattered across records, device operations, and memory.
- Retrieve the client list on a recurring schedule.
- Summarize returned client information in a run report.
- Add supplied IoT customer context without relying on unsupported feed history.
Setup
Build it in a few focused steps.
- 1Connect Adafruit IO and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Bidsketch clients and prepare a concise customer planning review using context you provide.
- 4Choose the schedule trigger and select where run reports should go.
- 5Run once and review the summary for accuracy and usefulness.
Questions about this workflow
Will the workflow know each client's device status?
No device-status trigger or feed-reading action is listed. Supply the device context you want considered in the review.
Does this update client records?
No. It retrieves the client list and summarizes returned information in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Bidsketch. A trigger fires from one place; an action lands in another.
Adafruit IO 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.
Adafruit IO and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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