Prepare a clean prospect list for Bidsketch
Give Notis an available prospect list, and let it validate details before adding eligible prospects as Bidsketch clients.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Client
Creates a new client record.
Why this helps
Prospect lists often need cleanup before they are useful, and manual review can delay the first proposal conversation.
- Check a supplied batch of prospect contact details in one scheduled run.
- Create client records only for prospects that pass the stated criteria.
- Report duplicates or uncertain matches for review.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Bidsketch once in the Notis portal.
- 2Make the prospect list available to Notis through your connected context or include it in the automation instruction.
- 3Create an automation and ask Notis to validate supplied prospect details, check for existing Bidsketch clients, and create clients only for verified non-duplicates.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with a small real sample and review duplicate handling.
Questions about this workflow
Where does the prospect list come from?
The list must be available to Notis through connected context or supplied as part of the instruction. The schedule does not create a list source.
How should duplicates be handled?
Ask Notis to compare with existing Bidsketch clients and report uncertain matches rather than creating another record.
What happens to invalid prospects?
Have Notis include them in the run report for review and skip creating their Bidsketch client records.
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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