Keep Bidsketch client details current from email
Let a client's clear email update reach their Bidsketch record without another round of copying and pasting.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Updated contact details can stay buried in a thread while proposal records keep using old information.
- Apply explicit client detail changes from incoming email.
- Reduce stale contact information in Bidsketch.
- Surface identity matches that need a human decision.
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 update an existing client only when the email identifies that client unambiguously and explicitly provides changed details; report uncertain matches instead.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real client update email and check the resulting record.
Questions about this workflow
How does Notis know which client to update?
The instruction should require a clear match using information in the email, such as a known client name and matching contact address. Ask it to report uncertain matches rather than guess.
Does this workflow change proposal content?
No. It updates a client record using the listed Update Client action.
Can it infer details the client did not provide?
No. Have Notis use explicit details in the email and report any missing information for review.
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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