Keep Bidsketch client profiles aligned with company records
When a company profile changes in Agility CMS, ask Notis to find the matching Bidsketch client and update its details.
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
Company details can change in the CMS while old information remains in the proposal tool.
- Cut manual profile comparison.
- Keep client records current for proposal work.
- Get a report that helps you review each update.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe how to find the changed company record and matching Bidsketch client, then update relevant client details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real company profile change and inspect the client record.
Questions about this workflow
Does the automation create a client if none matches?
This workflow updates an existing client. Use a client creation workflow when the record does not exist.
What should I use to match records?
Use a stable identifier that is present in both apps, and describe it in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Bidsketch. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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