Turn new Airtable client views into Bidsketch records
A new view can surface client records that are ready for proposals. Notis can check for a matching Bidsketch client before creating a record.
Trigger
View Created
Triggers when a new view is created in an Airtable base.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
New client intake views can sit unnoticed while proposal work waits on creating a client in Bidsketch.
- Make newly surfaced client records easier to act on.
- Check for an existing client before creating another record.
- Keep the intake review attached to an existing Airtable workflow.
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 the intended outcome.
- 3Ask Notis to inspect records in the relevant new Airtable view and create a Bidsketch client only when the record clearly represents a new client and no matching client exists.
- 4Pick the Airtable View Created trigger and select a report destination.
- 5Test with one real view and review the created or skipped client decision.
Questions about this workflow
Will every new view create a client?
No. The automation should inspect records and create a client only when the data clearly indicates a new client and there is no existing match.
Can it prevent duplicate clients?
Ask Notis to compare available client details against Bidsketch clients before creating a record. Uncertain matches should be reported 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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