Restore missing client records for proposal work
Get proposal work unstuck when the expected Bidsketch client record is missing.
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 missing client record interrupts proposal work and creates an avoidable admin detour.
- Resolve a missing-record handoff with a duplicate check.
- Use Agiled account details already available to the workflow.
- Reduce interruptions when proposal work is ready to proceed.
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 look up the reported account in Bidsketch and create a client from the available Agiled details only if there is no confident match.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test with one real missing-client case and inspect the created record.
Questions about this workflow
How does Notis learn that a record is missing?
Your process sends that case to the Notis webhook. No Agiled-native trigger is listed.
Does this restore deleted proposals too?
No. The action creates a client record only.
What prevents a duplicate record?
The prompt requires checking existing clients and creating only when no confident match exists.
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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