Review a client record beside company research
Check what is already recorded about a client while reviewing fresh information about their business.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Client
Retrieves details about a specific client.
Why this helps
Client details can become stale when new business information is found but never compared with the record used for proposals.
- Retrieve a specific client record quickly
- Compare it with supplied company research
- Make record review easier to act on
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 review outcome in one instruction.
- 3Choose notis_webhook as the trigger and start it when company research is ready.
- 4Choose where Notis should send run reports.
- 5Test with one client id and the corresponding AgentQL findings.
Questions about this workflow
What does this workflow need to retrieve a client?
Provide the client id. The Bidsketch action retrieves a client by id.
Does it update the client's record?
No. This workflow retrieves details for review. Updating the client is a separate action and should follow verification.
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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