Clean up Bidsketch clients after folder deletion
Keep systems tidy when an entire client folder is intentionally removed.
Trigger
Folder Deleted
Triggers when a Folder is deleted.
Action
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.
Why this helps
Archived or mistaken client folders leave behind obsolete client and proposal records.
- Reduces stale records
- Creates a visible cleanup checkpoint
- Prevents accidental silent deletion
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Bidsketch in Notis once.
- 2Create an automation for confirmed client cleanup.
- 3Tell Notis to identify the matching client and request confirmation before deleting the client and proposals.
- 4Pick the ClickUp Folder Deleted trigger and choose a report channel.
- 5Test with a noncritical folder and review the confirmation report.
Questions about this workflow
Is deletion immediate?
Instruct Notis to require explicit confirmation before using the delete action.
What if the folder was deleted by mistake?
The confirmation checkpoint gives you a chance to stop the cleanup.
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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