Check for an existing Bidsketch client from email
Check what is already in your client list before a new inquiry becomes another record.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Clients
Tool to retrieve all clients. use when you need to list all clients on the account.
Why this helps
A new lead may already exist in Bidsketch, and finding out after creating a duplicate creates cleanup work.
- Review the existing client list before adding a new contact.
- Reduce accidental duplicate client records.
- Keep uncertain name or email matches available for a human check.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Bidsketch once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in a channel or in Automations, New Automation.
- 3In one instruction, ask Notis to retrieve clients only when an email explicitly requests an existing-client check, then summarize possible matches and uncertainty in the run report.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real message about a known contact and review the reported matches.
Questions about this workflow
Does this create or change a client?
No. Get Clients retrieves the account client list for review.
Can it definitively identify a match?
It can compare the email context with returned client information. Ask Notis to report uncertainty where the available details do not establish a reliable match.
Will it run on every inbound message?
The instruction should limit the lookup to messages that explicitly ask for an existing-client check.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Bidsketch. A trigger fires from one place; an action lands in another.
Agent mail triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
New Email Received
Trigger for new emails in an AgentMail inbox
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Agent mail and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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