Create a Bidsketch client from an Adrapid handoff
Turn a confirmed campaign handoff into a clean client record before proposal work begins.
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
New client details often sit in a campaign handoff while proposal setup waits for manual data entry.
- Create records from confirmed source details
- Avoid retyping contact information
- Start proposal work from a consistent client record
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Bidsketch once in Notis.
- 2Create the automation and state that the Adrapid webhook payload contains the confirmed client name, contact details, and an instruction to create the client.
- 3Pick the webhook trigger and send the supplied handoff from Adrapid.
- 4Choose where run reports go, then test with one real handoff and check the new Bidsketch client.
Questions about this workflow
Can this deduplicate existing clients?
No. The action creates a client. Supply a handoff only when you have confirmed that a new record is needed.
What if contact details are incomplete?
Provide the missing details before triggering the workflow. Notis should not guess them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Bidsketch. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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