Keep Bidsketch client names consistent with Agiled
Catch a company name change before it appears in another proposal.
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
A renamed company can continue appearing under an old name in proposal records.
- Review company names on a predictable cadence.
- Update only verified changes with a confident match.
- Reduce inconsistencies across client proposal records.
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 compare available company names, verify the Bidsketch client match, and update the client only when the Agiled information confirms a change.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real renamed company and review the update.
Questions about this workflow
Can Notis determine a legal company rename?
Only if the connected data or supplied context verifies it. Otherwise, the record should be left for review.
Will a similar company name count as a match?
The instruction should require additional identifying details and report uncertain matches.
Does this update proposal titles too?
No. The selected action updates the client record.
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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