Keep Bidsketch client ownership aligned
Every reassignment updates the client record that matters.
Trigger
Task Assignee Updated
Triggers when an assignee is added to or removed from a task. `changes[]` carries `AssigneeAddChange` and/or `AssigneeRemoveChange` entries. A single event may bundle multiple adds and/or removes — for example when a workflow re-routes a task between two users in one operation.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Ownership changes in ClickUp leave client records pointing to the wrong teammate.
- Clarifies accountability
- Improves handoffs
- Prevents outdated owner information
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Bidsketch in Notis once.
- 2Create an automation for ownership changes.
- 3Tell Notis to update the matching Bidsketch client when a task assignee is added or removed.
- 4Pick the ClickUp Task Assignee Updated trigger and choose a report channel.
- 5Test with one reassignment and verify the client record.
Questions about this workflow
Can multiple assignees be handled?
Yes, instruct Notis whether to use the primary assignee or preserve a team list.
What if an assignee is removed?
Notis can clear the owner or report that a replacement is needed, based on your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Bidsketch. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
List Created
Triggers when a new List is created.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
List Deleted
Triggers when a List is deleted.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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