Keep Bidsketch client details current from Agiled
Catch changed contact details before they derail 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
Client details drift across systems, leaving proposal records with stale names or contact information.
- Find stale client records on a predictable schedule.
- Avoid unnecessary edits when there is no verified change.
- Keep proposal follow-up based on current supplied 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 the Agiled client details available to it with Bidsketch clients, match conservatively, and update only verified changes.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real client record and review the result.
Questions about this workflow
How does this workflow start?
It runs on the recurring schedule you choose in Notis. Agiled does not expose a listed trigger event in this package.
Will it guess when two client records look similar?
The prompt should require a confident match and leave ambiguous records unchanged for review.
Can it detect changes that Agiled does not provide?
No. Notis can compare only details available through the connected Agiled data and Bidsketch records.
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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