Bring Bidsketch client context into prospect follow-up
See the existing client context before deciding what to do with a newly researched prospect.
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 prospect may already have a client record, but checking that context takes another tool switch.
- Surface existing client information during a prospect handoff.
- Reduce duplicate client creation by checking before deciding.
- Give follow-up decisions more context in one workflow.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Bidsketch once in Notis.
- 2Create an automation and describe the client lookup and follow-up decision.
- 3Tell Notis to retrieve the Bidsketch client using the supplied client identifier and summarize relevant details alongside the prospect context.
- 4Choose a webhook trigger and a report destination.
- 5Test with one real prospect and an identified client.
Questions about this workflow
Does this create or change a client?
No. The selected action retrieves client details so Notis can provide context.
What identifier is needed?
The lookup requires a Bidsketch client id. Include it in the webhook input.
Can Notis match an Aeroleads lead to a client automatically?
Only if the available data provides a reliable matching identifier or your instruction defines a safe match from supplied details.
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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