Catch client contact issues in Bidsketch
A recurring review helps surface invalid contact details and clear corrections before they disrupt proposal follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Client
Updates an existing client record.
Why this helps
Outdated addresses and invalid email or phone details can quietly undermine follow-up across a growing client list.
- Surface questionable contact details for attention.
- Correct records only when Addressfinder returns a clear verified value.
- Use a recurring review instead of relying on memory.
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 review the available Bidsketch clients, validate contact details with Addressfinder, update only clear verified corrections, and report uncertain records.
- 4Choose a recurring schedule and select where run reports go.
- 5Test with one real client record before relying on the recurring run.
Questions about this workflow
Can this validate every client in my account?
Ask Notis to review the available Bidsketch client records. The workflow can only validate details available from those records and the connected Addressfinder capability.
Will it guess missing contact details?
No. Instruct Notis to report missing or uncertain values for review and update only clear verified corrections.
How often does it run?
You choose the recurring schedule when creating the automation.
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
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