Prepare Bidsketch client records from AgencyZoom prospects
Have the proposal workspace ready when a qualified prospect is ready to move forward.
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
Recreating client details in Bidsketch adds another manual step before proposal work can begin.
- Avoid repeating client information by hand.
- Prepare a client record for proposal creation.
- Flag incomplete details for a quick review.
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 create a Bidsketch client using the incoming AgencyZoom prospect details and report any missing or uncertain information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect signal and confirm the client record.
Questions about this workflow
Does this create a record for every prospect?
It runs when the configured webhook receives a request. Have the request represent a prospect that is ready for proposal work.
What if a client already exists?
Ask Notis to check available Bidsketch client data before creating a record and report a possible duplicate for review.
Can it create the proposal too?
This workflow creates a client record. Proposal creation is a separate Bidsketch action that can be set up as its own workflow.
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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