Create a Bidsketch client from a new Agiled account
Set up proposal records as soon as a new account is ready for sales work.
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
New accounts can be ready for proposals while their client record is still missing from the proposal tool.
- Reduce manual setup after account onboarding.
- Check for a duplicate before creating the client.
- Carry over only details present in the webhook or connected app.
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 check whether the supplied Agiled account already exists in Bidsketch and create a client only when there is no confident match.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test with one real new account and inspect the client record.
Questions about this workflow
Does Agiled provide a native new-account trigger here?
No. The workflow starts when a request reaches its Notis webhook; Agiled has no listed trigger events.
How does it avoid duplicate clients?
The instruction asks Notis to check existing Bidsketch clients and create a record only when it finds no confident match.
Will it invent missing client details?
No. It should use only information supplied in the webhook or returned by the connected apps.
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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