Review Bidsketch clients from an AnyDB request
Get the client list when your database workflow calls for an account-wide review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Clients
Lists all clients in the account.
Why this helps
A client inventory can require opening another tool and scanning records while a separate review is in progress.
- Retrieve the account's available client list when requested.
- Summarize records for a database-driven review.
- Avoid switching tools to inspect the full list manually.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis in one instruction to retrieve Bidsketch clients and summarize the returned records for the review request.
- 4Choose a webhook trigger and configure AnyDB to send the review request.
- 5Choose where run reports go, then test with one real run.
Questions about this workflow
Does this create clients?
No. It retrieves the client list. Client creation is a separate action.
Can it compare clients with AnyDB records?
Only when the relevant AnyDB records are also available to the run.
Does it return private client details in the run report?
The report should include only the details needed for your review; specify the desired level of detail in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Bidsketch. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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