Keep Bidsketch client details current after a handoff
When a prospect provides updated information, send the confirmed change to Notis and refresh the existing client 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 details can become stale when updates arrive in one place and the proposal record lives in another.
- Reduce manual client record maintenance.
- Apply only the details explicitly supplied in the request.
- Keep the update associated with a confirmed client record.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for client record updates.
- 3Tell Notis to update the confirmed Bidsketch client using only the new details in the request and flag ambiguity.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one existing client and a real, explicitly supplied update.
Questions about this workflow
Can this update a client based on an AimTell subscriber name alone?
Use a confirmed client ID or an unambiguous identification instruction supported by your connected tools. Notis should flag uncertainty instead of changing a guessed record.
Will it create a client if no match exists?
This workflow updates an existing client. Client creation uses a separate Bidsketch action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Bidsketch. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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