Turn Box client intake files into Bidsketch records
Drop an intake file into Box and let Notis create the matching Bidsketch client record from the details it can read.
Trigger
New File Added to Folder
Triggers when a new file is added to a folder in Box. This trigger monitors a specific Box folder and fires when new files are detected. Only files (not folders or web links) are monitored.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Client details often arrive in documents, then wait while someone copies them into the proposal tool.
- Reduce duplicate entry during client onboarding.
- Create a client record as soon as an intake file arrives.
- Flag missing contact details in the run report.
Setup
Build it in a few focused steps.
- 1Connect Box and Bidsketch once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to read new client intake files, create a Bidsketch client when required details are present, and report anything missing.
- 4Choose the Box New File Added to Folder trigger for your intake folder.
- 5Choose a report channel, then test with one real intake file.
Questions about this workflow
What if the file does not include enough client details?
Tell Notis to skip client creation and report which details are missing.
Can this process any file type?
It depends on whether Notis can read the file content. Test with the formats your team uses.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Bidsketch. A trigger fires from one place; an action lands in another.
Box triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Box and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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