Move event leads into Bidsketch client records
Capture contact details from an event once and make them available in Bidsketch for the next business step.
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
Post-event lead details are easy to leave in forms or notes instead of the client system.
- Move event lead details into the client system quickly.
- Reduce post-event data entry.
- Create a clear handoff for proposal preparation.
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 create a client from the submitted event lead details.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Send one real lead record and verify the new client in Bidsketch.
Questions about this workflow
What information should the lead payload contain?
Provide the person's or organization's identity and the contact details needed for the Bidsketch client record.
Can it send an event follow-up?
No. This workflow creates a client record only.
What if the lead is already a client?
The Create Client action does not describe duplicate handling. Check the account for an existing record or review the run before relying on creation.
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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