Keep client email details aligned across both apps
Catch changed client email details before the next proposal follow-up.
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 stale email address can send proposal follow-up to the wrong place or nowhere at all.
- Catch email changes during a regular review.
- Avoid editing records without a confident client match.
- Reduce the chance of follow-up using stale contact details.
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 client email details, match the Bidsketch client confidently, and update the record only when a verified difference exists.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real client email change and verify the result.
Questions about this workflow
Can it tell which email is newer?
Only when the connected data or supplied context makes that clear. Otherwise, require review rather than guessing.
Does this send an email?
No. The action updates a Bidsketch client record and does not send messages.
How are ambiguous records handled?
The instruction should report them for review and avoid making changes.
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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