Find AnyDB prospects without a Bidsketch client
Get a concise review of prospects that may still need a client record before proposal work begins.
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
Prospects can sit in a database without anyone noticing that the corresponding client record is missing.
- Surface prospects that may need a Bidsketch client record.
- Review potential matches before creating records.
- Get one scheduled summary instead of checking both systems 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 review the available prospects and Bidsketch client list, report likely unmatched prospects, and avoid creating records automatically.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Will it identify duplicates with certainty?
No. It can compare the details available from both systems and report likely matches for review.
Does it create missing clients?
This workflow only lists potential gaps. You can decide which records to create.
Can it compare records if AnyDB data is unavailable to the run?
No. The scheduled run needs access to the relevant AnyDB records or a connected source of those records.
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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