Keep your Bidsketch client roster easy to review
Let Notis bring the current client list into a recurring report, so roster checks do not have to compete with proposal work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Clients
Lists all clients in the account.
Why this helps
A client roster can be easy to overlook when it lives outside the tools you check during a busy day.
- Review the returned client list without a manual account search.
- Keep the report focused on available client information.
- Avoid assuming the list includes changes over time without a baseline.
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 a client roster review.
- 3Tell Notis to retrieve the Bidsketch clients and provide a concise summary of the returned records.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one run and confirm the roster details against Bidsketch.
Questions about this workflow
Can it identify new clients since the last report?
That requires a saved prior roster or another supplied baseline. The list action returns clients for the current run.
Can I use a webhook instead?
Yes. A webhook can start the automation when an HTTP request is sent; this workflow uses a schedule for a recurring review.
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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