Keep Bidsketch client records aligned with verified pages
Use a browser check to bring confirmed client details into Bidsketch, with uncertainty called out for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Client
Updates an existing client record.
Why this helps
Client records get stale when current details are found during research but never make it back into the proposal system.
- Apply verified client detail changes
- Keep uncertain matches visible for human review
- Avoid retyping confirmed information
Setup
Build it in a few focused steps.
- 1Connect Airtop and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis from any channel.
- 3In one instruction, identify the Airtop page and matching client, update only details clearly verified on the page, and report ambiguous matches or changed information for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real client record and compare the updated details with the source page.
Questions about this workflow
Will the workflow choose a client if several records match?
Tell Notis to report ambiguous matches for review rather than selecting one without enough evidence.
What details can it update?
The action updates a Bidsketch client record. Specify the details to check in your instruction and rely only on information available from the page.
Does Airtop trigger this automatically?
Airtop has no listed trigger events. A Notis webhook starts the automation when an HTTP request arrives.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Bidsketch. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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