Update Bidsketch client details with a verified address
When a client shares a corrected address, let your address-check process send the verified details to Notis for a tidy Bidsketch update.
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 details can stay in a message or intake form long after the proposal record needs them.
- Keep client records current after address changes.
- Reduce repeated entry of corrected details.
- Make the update traceable through Notis run reports.
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 the desired update from any channel.
- 3Tell Notis to update the existing Bidsketch client only when the request identifies the client and includes the verified replacement details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real client update and inspect the saved details.
Questions about this workflow
How does Notis know which client to update?
The webhook request needs a reliable client identifier that Bidsketch can use. If it is missing or ambiguous, the workflow should not guess.
Can this workflow detect address changes directly in Addresszen?
Addresszen has no listed trigger events here. The workflow starts when your Addresszen-connected tool or backend sends an HTTP request to the Notis webhook.
Can Notis update other client details too?
Yes, if the request includes those details and your instruction tells Notis which updates are appropriate.
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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