Create Bidsketch clients with verified addresses
When a new client comes in, let Addresszen verify the address and have Notis prepare their Bidsketch record without another round of copying and checking.
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 re-entering addresses can introduce errors that delay proposals, shipping details, or client follow-up.
- Reduce address typos in new client records.
- Keep address verification and client setup in one workflow.
- Spend less time switching between address and proposal tools.
Setup
Build it in a few focused steps.
- 1Connect Addresszen and Bidsketch once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis what you want from any channel.
- 3Ask Notis to verify the submitted address and create a Bidsketch client when the request includes the required client details.
- 4Choose the webhook trigger and where run reports should go.
- 5Send one real example through the webhook and review the resulting client record.
Questions about this workflow
Does Addresszen provide a trigger event for this workflow?
No. Notis starts this workflow when an HTTP request reaches its webhook. Arrange for your Addresszen-connected tool or backend to send the request after address verification.
What client details should the request include?
Include the client information Bidsketch needs, along with the address and any Addresszen verification result available to your process. Notis can only use information included in the request or returned by connected tools.
Will this overwrite an existing Bidsketch client?
This workflow creates a client. If you need to update an existing record, use a workflow designed for client updates and provide a reliable way to identify the record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Bidsketch. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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