Keep Bidsketch billing contacts current
Route billing contact corrections into the client record used for proposals.
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
Billing contact updates can be buried in CRM work and missed in proposal records.
- Keep billing contact details aligned across tools.
- Use a deliberate handoff instead of relying on memory.
- Prevent updates to uncertain client matches.
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 use the billing-contact details in the request to identify a matching Bidsketch client and update only verified contact information.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test with one real billing-contact handoff and check the updated record.
Questions about this workflow
What starts this update?
A request to the Notis webhook containing the billing-contact change. No Agiled trigger events are listed.
Can it update billing settings in Bidsketch?
The available action updates a client record. Do not assume separate billing settings are exposed.
What if the client name differs between systems?
The prompt should use the available identifying details and avoid updating when the match is uncertain.
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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