Verify a Bidsketch client record from email
Check the client record connected to a message before you make a decision or respond.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Client
Tool to get a client by id. use when you need detailed client info after obtaining its id.
Why this helps
Client questions often require details that are stored in a separate record, slowing down a simple reply.
- Fetch detailed information for a specific client.
- Keep relevant record context beside the triggering message.
- Flag uncertain client references for human review.
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 fetch a client record only when the message identifies the client unambiguously, then summarize the returned details in the run report.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real message referencing a known client and inspect the report.
Questions about this workflow
Does this search all clients?
No. Get Client retrieves one client by id. Use a client list lookup when the request is to search across account clients.
Will it update the client's details?
No. This is a read-only lookup action.
What if the email has no client identifier?
Ask Notis to report that the client could not be identified rather than assume a match.
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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No card. Works with personal or business Bidsketch.