Apply verified CRM corrections to Bidsketch
Correct a client record once, then carry the verified change into proposal work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Client
Updates an existing client record.
Why this helps
A corrected email or company detail can remain wrong in the proposal tool unless someone remembers to update it.
- Reduce mismatched contact details
- Make verified corrections easier to carry through
- Keep the update tied to a submitted change
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to find the matching Bidsketch client and apply only the verified contact corrections in the webhook request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real correction and inspect the updated client.
Questions about this workflow
What counts as a verified correction?
Use a webhook request that represents a reviewed correction and includes the identifying details and corrected values.
What if more than one client matches?
Tell Notis to report the ambiguity and avoid updating a record until the match is clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Bidsketch. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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