Create Bidsketch clients from new Confluence pages
Capture client details once in Confluence and start proposal work in Bidsketch without retyping.
Trigger
New Page Created
Triggers when a new page is created in Confluence. Optionally filters by space or status.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
New project pages often contain client details that later get copied manually into proposal software.
- Reduces duplicate data entry
- Starts proposal work faster
- Keeps intake tied to the source page
Setup
Build it in a few focused steps.
- 1Connect Confluence and Bidsketch in Notis once.
- 2Create an automation with a clear name and prompt.
- 3Tell Notis to create a Bidsketch client from each new Confluence page when client details are present.
- 4Pick the New Page Created trigger and choose a report channel.
- 5Test it with one real project page.
Questions about this workflow
What if the page lacks client details?
Tell Notis to skip the page and report what information was missing.
Can this run only for a specific space?
Use the trigger's available space filter when creating the automation.
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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