Turn qualified lead research into a client record
Move a researched lead into Bidsketch when it meets criteria you define, with incomplete details clearly reported.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Creates a new client record.
Why this helps
Promising leads can stall between research and setup because entering a client record becomes another task to remember.
- Create a client record from qualifying research
- Keep the qualification criteria explicit
- Surface missing details before creating an incomplete record
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, define the lead qualification criteria, create a Bidsketch client only when Airtop findings meet them, and report missing required details for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one qualifying lead and one lead that should not qualify.
Questions about this workflow
How does Notis know a lead is qualified?
State your qualification criteria in the instruction. The workflow should report incomplete evidence instead of assuming a lead qualifies.
Will this create duplicate clients?
Include a clear check against existing client information when available, and ask Notis to report possible duplicates for review.
Can it also draft a proposal?
This workflow creates a client record. A separate proposal action can be used when the required proposal details are ready.
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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