Keep Affinity contacts and Bidsketch clients aligned
Spot client records that need attention with a scheduled comparison of relationship and proposal data.
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
Contact details drift across tools, making it harder to prepare a proposal with confidence.
- Identify likely contacts without a corresponding Bidsketch client.
- Catch mismatched names or details for a human to verify.
- Turn record cleanup into a focused review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome in one instruction: compare supplied Affinity contacts with the Bidsketch client list and report likely missing or mismatched records.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real contact set and verify any suggested matches.
Questions about this workflow
Will this automatically merge or update client records?
No. This workflow lists likely discrepancies for review and uses the Bidsketch client-list action.
What data does the comparison need?
Provide the relevant Affinity contact details in the run context. Notis can compare them with the client records returned from Bidsketch.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Bidsketch. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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