Create Bidsketch clients from qualified Aeroleads leads
Move a prospect from research to proposal readiness without retyping their contact 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
Promising leads can stall while you copy enriched contact details into your proposal tool.
- Reduce duplicate data entry between prospecting and proposals.
- Create client records only when a lead is ready for sales follow-up.
- Keep enrichment context available for the next proposal step.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Bidsketch once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3In one instruction, tell Notis to create a Bidsketch client from a qualified Aeroleads lead and include available contact details.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real enriched lead and confirm the client record.
Questions about this workflow
Does Aeroleads provide a native trigger for this workflow?
No. Start it with a Notis webhook, then have Aeroleads or your integration send the request when a lead is ready.
Will it create a client for every discovered lead?
Only if your instruction says to. Specify what qualifies, such as verified business email and an explicit qualification signal.
What if Aeroleads does not return a contact field?
Notis can only use data provided in the request. It cannot infer missing contact 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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