Update client records from space changes
Keep account ownership and key details aligned when the project space changes.
Trigger
Space Details Changed
Triggers when a Confluence space's details change (name, description, status, owner, icon, etc.).
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Space ownership and account metadata can change while client records remain outdated.
- Keeps ownership details current
- Reduces stale account data
- Connects workspace changes to client records
Setup
Build it in a few focused steps.
- 1Connect Confluence and Bidsketch once.
- 2Create an automation describing which space changes should update the matching client.
- 3Choose Space Details Changed as the trigger.
- 4Select a report channel and test with one approved change.
Questions about this workflow
Which space details can be used?
Use details returned by the trigger, such as name, description, status, or owner.
Can it update only approved changes?
Tell Notis to proceed only when the change is marked approved in your process.
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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