Create clients from Confluence tasks
Convert account setup tasks into a ready client record before proposal drafting begins.
Trigger
New Task Created
Triggers when a new task (action item) is created in Confluence.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
A task to onboard a client can be completed in Confluence while the Bidsketch record is forgotten.
- Closes the gap between task and record
- Makes onboarding repeatable
- Reduces missed setup work
Setup
Build it in a few focused steps.
- 1Connect Confluence and Bidsketch once.
- 2Create an automation describing how to identify client details in each new task.
- 3Pick New Task Created as the trigger.
- 4Choose where run reports should go and test with a real task.
Questions about this workflow
Can Notis use task text as the client name?
Yes, instruct it to extract the client name and contact information from the task.
Can it report incomplete tasks?
Yes, ask it to report tasks that do not contain enough details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Bidsketch. A trigger fires from one place; an action lands in another.
Confluence 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.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
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.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
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.
Confluence and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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