Review company details across Agiled and Bidsketch
Catch a changed company detail before it carries into new proposal work.
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
Company information gets updated in one tool, while proposal records keep older details.
- Review records on a cadence that fits your process.
- Update only when available information confirms a discrepancy.
- Flag uncertain company matches for human review.
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 details, identify confident Bidsketch client matches, and update only verified discrepancies.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real company record and inspect the changes.
Questions about this workflow
Does the comparison use a stored change history?
Only if that history is available from the connected apps or supplied to Notis. Otherwise, it compares the details available during the run.
Will it update uncertain matches?
The prompt should require a confident match and report uncertain cases for review.
Can I run this on demand?
This workflow uses a recurring Notis schedule. A webhook-started variation can be created if your process sends a request when a review is needed.
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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