Create Bidsketch clients from AimTell prospect details
Capture a qualified prospect once, then let Notis add them to Bidsketch so proposal work can start without another round of copying.
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
Promising prospects can get lost between web push engagement and the proposal workflow, especially when details have to be re-entered by hand.
- Reduce duplicate entry when a prospect is ready for a sales conversation.
- Keep client creation tied to a clear qualification decision.
- Use run reports to spot missing details before proceeding.
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 prospect intake.
- 3Tell Notis to create a Bidsketch client from the prospect details included in the request, and to report missing information without guessing.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real prospect example sent to the Notis webhook.
Questions about this workflow
Does AimTell trigger this automatically?
AimTell has no listed trigger events here. The Notis webhook starts when an HTTP request is sent to it; you decide how qualified prospect details reach that request.
Will Notis fill in missing client details?
No. The instruction should tell Notis to report missing information rather than infer or invent it.
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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