Keep proposal client details current
Carry verified client updates into Bidsketch so proposal records start from current information.
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 client detail updated in one system can remain stale in the proposal workspace until someone remembers to copy it over.
- Reduce repeated client detail updates.
- Use available identifiers to locate the corresponding record.
- Flag uncertain matches before changing a client.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to find the matching Bidsketch client from the incoming AgencyZoom update, apply verified changes, and report uncertain matches.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client update and verify the resulting record.
Questions about this workflow
How does it match the two client records?
Ask Notis to use identifiers available in both records and report uncertain matches rather than guessing.
Will it overwrite all client details?
The prompt can limit updates to the fields present in the incoming update and instruct Notis to leave other information alone.
What starts this workflow?
An HTTP request to the Notis webhook starts it when the relevant AgencyZoom update signal is sent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Bidsketch. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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