Keep Bidsketch client records aligned with Airtable changes
A changed Airtable structure can leave client details stale. Have Notis review the affected records and update Bidsketch when the right client and values are unambiguous.
Trigger
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
After changing Airtable fields, founders can lose track of which client details need to be reviewed in Bidsketch.
- Reduce repetitive client record maintenance across tools.
- Review changed client data in one automation run.
- Avoid applying updates when the matching client or values are unclear.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Bidsketch once in Notis.
- 2Create an automation in the portal or by telling Notis what you want it to do.
- 3In one instruction, ask Notis to review relevant Airtable client records after a schema change and update matching Bidsketch client details only when the match and values are clear.
- 4Pick the Airtable Base Schema Changed trigger and choose where run reports should go.
- 5Test with one real schema change and review the result.
Questions about this workflow
Does this copy every Airtable field into Bidsketch?
No. Notis reviews the available records and updates relevant client details when the match and values are clear. The apps do not provide a predefined field mapping in this workflow.
What happens if a Bidsketch client match is uncertain?
Tell Notis to leave the record unchanged and report the ambiguity for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Bidsketch. A trigger fires from one place; an action lands in another.
Airtable triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
View Created
Triggers when a new view is created in an Airtable base.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
View Deleted
Triggers when a previously known Airtable view is deleted.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Airtable and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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