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Notis

Keep Bidsketch client records current with Ahrefs research

Bring verified company context into the client record before the next proposal or conversation.

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

When company details change, scattered research can leave client records out of date and slow down proposal preparation.

  • Refresh an existing record from supplied research.
  • Reduce retyping between research and proposal work.
  • Keep client context in one place for future proposals.

Setup

Build it in a few focused steps.

  • 1Connect Ahrefs and Bidsketch once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Describe the outcome in one instruction: compare supplied Ahrefs research with the identified Bidsketch client and update only verified changed details.
  • 4Choose notis_webhook as the trigger and provide the webhook endpoint to the system sending the research and client identifier.
  • 5Choose where run reports go, then test with one real client and review the updated record.

Questions about this workflow

Can this discover which Bidsketch client to update?

Provide a reliable client identifier in the webhook request. The workflow should avoid changing a record when the intended client is unclear.

Does Ahrefs provide the trigger for company changes?

No Ahrefs trigger events are listed. Start the workflow with a Notis webhook when you have research to review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ahrefs to Bidsketch. A trigger fires from one place; an action lands in another.

Ahrefs triggers

Bidsketch actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Creates a new client record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Client

Permanently deletes a client and all their proposals.

ActionInstant

Create Proposal

Creates a proposal for a client.

ActionInstant

Delete Fee

Deletes a saved fee.

ActionInstant

Delete Proposal

Deletes a proposal and all its content.

ActionInstant

Delete Proposal Fee

Deletes a fee from a proposal.

ActionInstant

Delete Proposal Section

Deletes a section from a proposal.

ActionInstant

Delete Section

Permanently deletes a saved section.

ActionInstant

Connect any two apps with Notis in the middle.

Ahrefs and Bidsketch, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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