Create Bidsketch clients from parsed inquiries
Move prospect details from parsed emails and documents into Bidsketch without retyping them.
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
New inquiries arrive in different formats, and manually creating each client record adds another task to an already crowded day.
- Reduce repetitive client data entry.
- Keep prospect details together in Bidsketch.
- Flag incomplete or ambiguous details for review instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Bidsketch once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to create a Bidsketch client from each incoming Airparser result that contains a new prospect, and flag missing or uncertain details for review.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real parsed inquiry.
Questions about this workflow
Does Airparser start this from a built-in event?
No Airparser trigger event is listed for this workflow. A Notis webhook starts it when the parsed result is sent to the webhook.
What if the inquiry is missing contact details?
Instruct Notis to report the missing information for review rather than inventing values.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Bidsketch. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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