Keep client records aligned with verified context
Carry confirmed client details from research context into the matching Bidsketch record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Client
Updates an existing client record.
Why this helps
Client details can drift while research and proposal work move across tools.
- Apply confirmed changes to the existing client record.
- Avoid overwriting details based on uncertain research.
- Surface mismatches for human review.
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 update the identified Bidsketch client only when supplied Adyntel account context verifies a change, and report uncertain details.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with one real client record and verified context before relying on the schedule.
Questions about this workflow
Does Adyntel provide client profile data?
The listed Adyntel capabilities do not guarantee client profile details. This workflow depends on supplied or returned context that verifies the change.
What if the matching client is uncertain?
Notis should report the ambiguity and avoid updating a guessed client record.
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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