Turn Affinity contacts into Bidsketch clients
Pass along a contact worth working with and let Notis prepare the client record without retyping the basics.
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
Client details can get stranded in the relationship tracker before a proposal is even started.
- Carry contact context into the proposal workspace.
- Check for a likely existing client before creating another record.
- Keep uncertain or missing contact details clear for follow-up.
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: use the supplied Affinity contact details to find a likely existing Bidsketch client before creating a new one.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact and verify the client record.
Questions about this workflow
Does Affinity automatically send contacts to this automation?
No Affinity trigger events are listed. Start the automation with a webhook request containing the contact context.
What if the contact already exists in Bidsketch?
Instruct Notis to check available client records first and report a likely match rather than creating a duplicate.
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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