Open Bidsketch client details from an Airtable request
When a client record needs attention, a webhook can start a Notis lookup and return the corresponding Bidsketch details for the next decision.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Client
Tool to get a client by id. use when you need detailed client info after obtaining its id.
Why this helps
Switching tools to look up client context slows down responses to requests coming from Airtable workflows.
- Start a client lookup from an existing Airtable-connected process.
- Bring current Bidsketch details into a Notis run report.
- Make a client review easier to complete without manual navigation.
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 result you want.
- 3Ask Notis to use the incoming Airtable record context to identify a Bidsketch client and retrieve its details, reporting ambiguity when the match is unclear.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test the webhook with one real Airtable client record.
Questions about this workflow
Does a webhook automatically connect to every Airtable change?
No. A webhook starts the automation when an HTTP request reaches its endpoint. Configure the existing process that should send that request.
What information is needed to retrieve the client?
The request or available context needs enough information to identify the Bidsketch client. If there is no clear match, Notis should report that instead of guessing.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.