Create Bidsketch clients from qualified email inquiries
Convert a clear project inquiry into a client record while the details are still in front of you.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Promising inquiries get buried in the inbox, and re-entering contact details later takes attention away from the conversation.
- Capture qualified project inquiries in Bidsketch promptly.
- Use contact and project details already present in the email.
- Skip messages that do not clearly represent a prospective client.
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 create a Bidsketch client only for a genuine project inquiry with enough sender details, and to summarize missing information in the run report.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real inquiry and review the client record and report.
Questions about this workflow
Will every new email create a client?
No. The instruction should tell Notis to create a record only when the email clearly describes a prospective project and includes enough contact information.
Can it create a proposal too?
This workflow creates a client record only. The listed action does not create proposals.
What if the inquiry lacks a name or usable contact details?
Ask Notis to flag the missing information in its run report so you can follow up before creating a client.
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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