Create Bidsketch clients from Discord lead requests
Capture a prospect while the conversation is still fresh.
Trigger
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Promising leads get buried in busy Discord channels before anyone creates a client record.
- Reduce manual data entry
- Keep prospect context attached to the client
- Prevent qualified inquiries from being forgotten
Setup
Build it in a few focused steps.
- 1Connect Discord and Bidsketch in Notis once.
- 2Create an automation and describe that qualified lead messages should create a Bidsketch client with the available details.
- 3Pick New Discord Message as the trigger.
- 4Choose a report channel, then test with one real lead message.
Questions about this workflow
What counts as a qualified lead?
Tell Notis the wording or signals your team uses, and it will evaluate each new message against that instruction.
What if the message lacks contact details?
Notis can create the client with available information and report what is missing for follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Bidsketch. A trigger fires from one place; an action lands in another.
Discord 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 Discord Message Trigger
Polls a specific Discord channel for new messages.
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 Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
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.
Discord and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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