Turn verified business research into a client record
Capture the client details you have already checked and add them to Bidsketch while the lead is still on your radar.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Creates a new client record.
Why this helps
Potential clients get lost when verified contact and company details sit in research notes instead of the place you manage proposals.
- Move verified lead details into Bidsketch
- Avoid retyping research notes
- Make a researched business ready for proposal work
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 record outcome in one instruction.
- 3Choose notis_webhook as the trigger and start it when the AgentQL business research is ready.
- 4Choose where Notis should send run reports.
- 5Test with one real business and review the created client details.
Questions about this workflow
What if the research does not include a required client detail?
Provide that detail in the webhook request or instruction. The workflow should not guess missing contact or company information.
Does the workflow check for duplicate clients?
No duplicate-check action is listed for Bidsketch here. Review the client list first or include clear identity details and a human review step.
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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