Keep Bidsketch client details current from change requests
Route a client update request into Notis and apply the change to the matching Bidsketch record.
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
Client detail changes buried in messages can leave Bidsketch records out of date.
- Reduce manual updates from client change messages.
- Keep the requested change tied to its intake source.
- Spend less time switching between messages and client records.
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 update the identified Bidsketch client using the submitted change request.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Submit one real change request and verify the updated client record in Bidsketch.
Questions about this workflow
What should a change request include?
Include a reliable way to identify the client, the new details, and which existing details should change.
Will it create a client if no match is found?
This workflow uses Update Client. The listed action does not create a record when no matching client is identified.
Can the automation resolve conflicting details?
Give it a clear instruction for handling the request. If the change is ambiguous, review the run report and record 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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