Keep client contact details current in Bidsketch
Capture verified contact updates from a browser check and carry them into the client record.
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
Outdated contact details can slow proposal coordination and create extra searching when a response is needed.
- Keep verified client contact details current
- Reduce time spent searching for the latest information
- Send ambiguous changes to a review report
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, compare the Airtop page contact details with the identified Bidsketch client, apply only clearly verified updates, and report unclear or conflicting values.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test on one client whose current contact details you can independently confirm.
Questions about this workflow
Will it update every contact listed on a page?
Specify which client and contact details to consider. The workflow should flag unclear or conflicting information for review.
Does the workflow create a new Bidsketch client?
No. It updates an identified client record. Use a separate create-client workflow if a new record is needed.
What starts the workflow?
A Notis webhook starts it when an HTTP request arrives. Airtop has no trigger events listed for this package.
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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