Create Bidsketch clients from new ClickUp tasks
Start every proposal workflow with a ready Bidsketch client record.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Client details get trapped in task titles, descriptions, and comments, causing repeated copy and paste.
- Reduces duplicate data entry
- Keeps new business work organized
- Creates a consistent client intake step
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Bidsketch in Notis once.
- 2Create an automation and name the client intake workflow.
- 3Tell Notis to extract client details from each new task and create a Bidsketch client.
- 4Pick the ClickUp Task Created trigger and choose a report channel.
- 5Test with one real task and review the created client.
Questions about this workflow
What if the task lacks a client email?
Notis can report the missing detail instead of creating an incomplete client.
Can I use task comments as context?
Yes, ask Notis to include available task comments when interpreting the client details.
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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