Keep Bidsketch client details current
Give Notis the client identifier and revised contact details. It checks them, then updates the matching Bidsketch record.
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
Corrected contact information can sit in an inbox or form while the proposal record stays out of date.
- Apply verified corrections without retyping client details.
- Avoid updating a record when the client match is uncertain.
- Keep proposal work connected to usable contact information.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Ask Notis to validate the revised contact details and update the Bidsketch client identified in the request only when the match is clear.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real client update and confirm the resulting record.
Questions about this workflow
What information should the webhook include?
Include enough information to identify the existing Bidsketch client and the revised details to verify.
Will it update a client if the identity is ambiguous?
Set the instruction to report an uncertain match for review instead of changing a client record.
Can Addressfinder determine which Bidsketch client to update?
Addressfinder verifies contact data. The request should identify the Bidsketch client, and Notis should update only that record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Bidsketch. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder 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.