Carry Affinity contact updates into Bidsketch
Keep client details current when an important contact change is ready to flow into proposal work.
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
A changed email or company detail can leave proposal records out of date until someone remembers to update them.
- Bring verified contact changes into the proposal workspace.
- Require a clear matching client before updating a record.
- Flag ambiguous matches for review rather than changing the wrong client.
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: find the matching Bidsketch client for the supplied Affinity contact update and update only verified details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact change and confirm the correct client was updated.
Questions about this workflow
Will this watch Affinity for contact changes?
Affinity trigger events are not listed. Send a webhook request with the updated contact context to start the automation.
What if multiple clients could match?
The instruction should have Notis report the ambiguity and ask for a verified match rather than updating a record.
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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