Keep Bidsketch client details current
Meeting changes flow into the client record while your team remembers the details.
Trigger
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Important contact updates stay trapped in call notes and make proposal records stale.
- Reduce stale client information
- Capture changed roles and contact details
- Avoid retyping meeting notes
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Bidsketch in Notis.
- 2Create an automation that extracts only confirmed client detail changes.
- 3Choose the Fireflies Transcription Complete trigger.
- 4Pick a report channel and test with a transcript containing a verified update.
Questions about this workflow
Will uncertain details overwrite the client?
Instruct Notis to update only facts stated clearly and report anything uncertain.
Does this create a new client if no match is found?
You can instruct it to report unmatched records instead of creating anything.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Bidsketch. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
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.
Fireflies and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Bidsketch.