Create Bidsketch clients from AnyDB intake
Capture a new prospect once and let Notis prepare the client record in Bidsketch.
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
Re-entering prospect details from a database into proposal software adds busywork and leaves room for missed or mistyped information.
- Reduce duplicate entry when onboarding prospects.
- Skip client creation when required details are missing.
- Keep prospect intake and proposal preparation in one flow.
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.
- 3In one instruction, ask Notis to review each incoming intake and create a Bidsketch client only when the submitted details are sufficient.
- 4Choose a webhook trigger and provide the endpoint to the AnyDB workflow that sends the intake.
- 5Choose where run reports go, then test with one real intake.
Questions about this workflow
Does this workflow run when an AnyDB record is created?
AnyDB trigger events are not available here. Start it with a Notis webhook that your AnyDB workflow calls, or use a schedule to review available records.
Will it create a client if details are missing?
The instruction can ask Notis to skip incomplete submissions and report which details need attention.
Does this workflow create a proposal too?
No. It creates a Bidsketch client. Proposal creation is a separate workflow.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.