Turn verified leads into Bidsketch clients
Send a lead to Notis and let it check the contact details before adding a client to Bidsketch.
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
Manually checking every new lead slows down proposal work and leaves room for typos in client records.
- Catch invalid or incomplete contact details before creating a client.
- Reduce copying between lead intake and proposal software.
- Keep questionable records out of Bidsketch for review.
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 verify the submitted address, email and phone with Addressfinder and create a Bidsketch client only when the details are usable.
- 4Choose the webhook trigger and the channel for run reports.
- 5Test with one real lead, including a case with an invalid detail.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Include the lead details that should be checked.
What happens if a detail fails validation?
Instruct Notis to report the issue for review and not create the client until the record is usable.
Does Addressfinder create the Bidsketch client?
No. Addressfinder checks the details, and Notis uses the Bidsketch Create Client action for the client 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
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