Keep client contact details in Bidsketch up to date
Make approved contact changes easier to apply while keeping the client record as the source for proposal work.
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
Small contact changes can be missed when they arrive in a separate message or handoff.
- Apply approved contact changes without retyping them.
- Keep client records current for future proposals.
- Tie the change to an explicit request.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and instruct Notis to apply the approved contact update to the identified client.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Send one approved contact change and verify the updated client record.
Questions about this workflow
What details should be included?
Provide a client identifier, the approved new contact details, and which existing values should be replaced.
Can it notify the client of the change?
No. The listed action updates a Bidsketch client record and does not send a notification.
What if the request is unclear?
Clarify the client identity and exact contact fields in the submitted request before relying on the update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Bidsketch. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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