Keep Bidsketch client details current with Aeroleads
Put verified new contact information where proposal work happens, without another manual lookup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Client
Updates an existing client record.
Why this helps
Outdated client contacts can lead to misdirected proposals and follow-ups.
- Reduce manual checks for updated business contact details.
- Refresh client records when new enrichment is available.
- Use an explicit match rule to avoid changing the wrong client.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Bidsketch once in Notis.
- 2Create an automation and describe the client update in plain language.
- 3Tell Notis to update a Bidsketch client only when the request identifies the matching client and supplies verified changed details.
- 4Choose a webhook trigger and a report destination.
- 5Test with one known client and inspect the updated record.
Questions about this workflow
How does Notis know which client to update?
Include a reliable Bidsketch client identifier or a clear matching reference in the webhook request.
Will it overwrite every client field?
Your instruction should limit updates to supplied, verified changed details. Notis cannot validate information beyond the data provided.
Does Aeroleads send this event directly to Notis?
Aeroleads has no listed native trigger here. Use a Notis webhook and arrange for the request to be sent when enrichment is ready.
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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