Spot possible duplicate clients in your prospect list
Review prospect and client records together before creating another record for the same business.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Clients
Lists all clients in the account.
Why this helps
Repeated research and client creation can fragment account context across records.
- Surface possible existing client matches before new records are created.
- Reduce fragmented account history from duplicate records.
- Give the team a focused review list instead of requiring record-by-record checks.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Bidsketch once in Notis.
- 2Create an automation and describe the duplicate review you want.
- 3Tell Notis to retrieve Bidsketch clients and compare them with the available Aeroleads lead list using reliable supplied identifiers, then report possible matches for review.
- 4Choose a recurring schedule and a report destination.
- 5Test with a small real sample and confirm the match criteria.
Questions about this workflow
Will this merge or delete duplicate records?
No. It retrieves client records and reports possible matches for review.
What makes a match reliable?
Use a stable identifier when available. Names or company details alone may produce uncertain matches.
Can it compare against all Aeroleads leads?
Only against data available through the connected Aeroleads access and the automation's scope.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Bidsketch. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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