Prepare Bidsketch clients at the proposal handoff
Make the proposal handoff include a client record check, not another admin task.
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
A handoff can stall when someone discovers the proposal tool has no matching client record.
- Prepare client records at the handoff point.
- Avoid creating a second record for an existing client.
- Keep the setup tied to an explicit webhook request.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to check for the supplied proposal-ready account in Bidsketch and create a client from available details only when no confident match exists.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test with one real proposal-ready account and review the client record.
Questions about this workflow
What marks an account as proposal-ready?
The webhook request should be sent when your process considers the account ready. No such Agiled event is listed in this package.
Will a missing email prevent all client creation?
The workflow should follow the information available and your chosen prompt. Test with a real example to ensure required details are present.
Does creating a client also create a proposal?
No. This workflow creates a Bidsketch client record only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Bidsketch. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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