Keep Bidsketch client details current
Bring changed contact details into the proposal workspace without checking records one at a time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Client
Updates an existing client record.
Why this helps
Client details drift between systems when updates happen in only one place.
- Reduce stale client details
- Avoid repetitive record checks
- Review changes through run reports
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 matching clients, compare available Agile CRM details, and update only confirmed changes.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client whose details have changed.
Questions about this workflow
How does it match the records?
Tell Notis which available details should identify a matching client. If the records do not contain a reliable match, the workflow should report the ambiguity instead of updating.
Can it change every Bidsketch client at once?
The schedule can review multiple records, but your instruction should limit updates to confirmed matches and relevant changed details.
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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