Check whether a researched business is already a client
Give yourself a quick client-list check before adding a new record or starting proposal work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Clients
Lists all clients in the account.
Why this helps
Adding a researched company without checking existing records can create confusion and split client context.
- Review the current client list before acting
- Spot possible existing records
- Reduce avoidable duplicate entry
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Bidsketch once in the Notis portal.
- 2Create an automation in Notis and describe the client-list review outcome in one instruction.
- 3Choose notis_webhook as the trigger and start it when business research is ready.
- 4Choose where Notis should send run reports.
- 5Test with one researched business and the current client list.
Questions about this workflow
Does this workflow prevent duplicates automatically?
No. It retrieves the client list and can report possible matches. The available Bidsketch actions do not include a dedicated duplicate-check action.
What business details should I provide?
Provide the researched business name and any available identifying details, such as its website, so Notis can make a more useful comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Bidsketch. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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