Create Bidsketch client records from new intake
Capture a new client once and let Notis create the Bidsketch record from the intake details.
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
Manually transferring intake details into a client record adds friction before proposal work can even begin.
- Avoid retyping client details from an intake request.
- Start proposal work with a client record already in Bidsketch.
- Keep intake processing consistent.
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 Bidsketch client from the submitted intake.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Send one real intake request and verify the client details in Bidsketch.
Questions about this workflow
What starts client creation?
An HTTP request to the Notis webhook starts the automation.
What if the client already exists?
The listed action creates a client and does not establish deduplication behavior. Review potential duplicates or include clear instructions and intake details to reduce ambiguity.
Can this create a proposal too?
This workflow uses the Create Client action only. Proposal creation is a separate workflow.
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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