Look up a Bidsketch client from an Adrapid handoff
Get the client record behind a campaign handoff before making a proposal decision.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Client
Retrieves details about a specific client.
Why this helps
A handoff may identify a client record without carrying the latest account details.
- Verify the exact client record
- Reduce mistaken updates to similarly named accounts
- Give reviewers current client details
Setup
Build it in a few focused steps.
- 1Connect both apps in Notis.
- 2Create the automation and describe that the Adrapid webhook contains the exact Bidsketch client ID and a request for its details.
- 3Choose the webhook trigger and send the handoff payload.
- 4Pick a report channel, test with one known client ID, and review the returned record.
Questions about this workflow
Can Notis find a client by name alone?
The action is defined for a client ID. Supply the exact ID in the Adrapid payload.
Does this change the client?
No. It only retrieves the client details.
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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