Apply Agiled contact changes to Bidsketch clients
Keep a contact correction from getting lost between CRM and proposals.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Client
Updates an existing client record.
Why this helps
A corrected client contact in the CRM may never reach the proposal record used for follow-up.
- Carry verified contact changes into the proposal system.
- Make ambiguous matches visible instead of guessing.
- Reduce context switching for routine client record upkeep.
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 use the contact-change details in the incoming request to identify a matching Bidsketch client, update verified fields, and flag uncertain matches for review.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test with one real contact correction and inspect the updated client.
Questions about this workflow
How does the contact-change event reach Notis?
Send a request to the Notis webhook with the change details. No Agiled-native trigger event is listed.
Does the workflow change every field on the client?
It should update only the details supported by the incoming change and connected data.
What happens if the client cannot be identified?
The instruction should have Notis report the case for review rather than update an uncertain client.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.