Remove Bidsketch clients after Coda document deletion
Keep client records aligned with deliberate Coda cleanup decisions.
Trigger
Coda Document Deleted Trigger
Triggers when a Coda document 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
Deleted source records leave obsolete clients behind and clutter proposal workflows.
- Reduces stale records
- Supports retention policies
- Keeps account lists focused
Setup
Build it in a few focused steps.
- 1Connect Coda and Bidsketch in Notis once.
- 2Create an automation with an explicit confirmation and matching rule.
- 3Pick the Coda Document Deleted trigger.
- 4Choose a run report channel.
- 5Test with one approved deletion scenario.
Questions about this workflow
Can this delete proposals too?
Deleting a Bidsketch client also deletes that client's proposals, so state a strict confirmation rule before enabling it.
Should I use this for every deleted document?
Use it only when deletion in Coda is your approved signal for permanent client removal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Bidsketch. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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.
New Coda Document Trigger
Triggers when a new Coda document is created.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
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.
Coda and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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