Spot client record mismatches during company research
Bring company pages and your client list into one review so changes and possible mismatches do not get lost.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Clients
Lists all clients in the account.
Why this helps
A changed company name or contact page can leave a client record looking out of date, but checking every record by hand takes time.
- Review client records alongside selected company pages
- Identify possible mismatches for human confirmation
- Reduce repetitive account-by-account checking
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, specify the company pages Airtop should check and ask Notis to retrieve Bidsketch clients, report possible matches or discrepancies, and avoid changing records automatically.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a small set of known clients and verify the reported matches.
Questions about this workflow
Will this change client records?
No. It retrieves the client list and reports possible mismatches for review.
How does it know which pages match a client?
Provide matching context such as company names or domains in the instruction. Notis should label uncertain matches instead of treating them as confirmed.
Can I use this as a periodic audit?
Yes. Choose a recurring schedule that fits your review cadence.
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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