Set up Bidsketch clients at project kickoff
Make the client record part of kickoff so proposal work has a clear home.
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
Kickoff work can begin before the proposal system has a client record to attach context to.
- Make client setup part of the kickoff handoff.
- Avoid duplicate client records through a pre-check.
- Use only available, supplied account information.
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 for the kickoff account in Bidsketch and create the client only if no confident match exists.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test with one real kickoff and inspect the client record.
Questions about this workflow
Does Agiled send a kickoff event to Notis?
No Agiled trigger event is listed. Send a request to the Notis webhook at your kickoff handoff.
Will it create a proposal too?
No. The chosen action creates a client record only.
What information should the handoff include?
Include the account details needed for the client record. Notis cannot supply fields that are absent from the request and connected data.
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.