Turn an ad research lead into a client record
Carry a qualified research lead into Bidsketch with the available client details.
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
Prospect details gathered during research can get lost before they become a usable client record.
- Capture available client details while the research is in context.
- Avoid creating a record when required information is missing.
- Keep a clear report of what needs human follow-up.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Bidsketch once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis the automation name and prompt from any channel.
- 3In one instruction, ask Notis to create a Bidsketch client only when the supplied Adyntel handoff contains the intended client's details, and report missing or ambiguous information.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real qualified lead handoff and verify the client record.
Questions about this workflow
Does Adyntel provide client records automatically?
The workflow uses the research context supplied to the webhook. Adyntel's listed capabilities do not specify prospect or client fields.
What if client details are incomplete?
The instruction should have Notis report missing details instead of creating a record from guesses.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Bidsketch. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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