Keep client details current from assigned issues
Some issues contain a confirmed change to client contact information. Update the matching client record when the issue provides enough evidence.
Trigger
New Issue Assigned to Me
Triggers when a new issue is assigned to the authenticated user. Fires an event for each GitHub issue that is newly assigned to the authenticated user. Pull requests are automatically excluded -- only true issues are emitted. Issues can optionally be filtered by labels and state. The payload includes the issue number, title, body, state, labels, assignees, creator, repository details, and timestamps.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Confirmed client contact changes can stay trapped in an issue instead of reaching the client record.
- Carry verified client detail changes into the client record.
- Reduce manual copying from issue descriptions.
- Flag ambiguous updates for review instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect GitHub and Bidsketch once in the Notis portal.
- 2Create an automation and explain how to identify the client and distinguish confirmed changes from suggestions.
- 3Pick the New Issue Assigned to Me trigger.
- 4Choose where run reports should go, then test with one real assigned issue.
Questions about this workflow
Will every assigned issue update a client?
Your instruction should require a clear client match and explicit, verified contact details. Ask Notis to report uncertain cases without changing a record.
Can it infer missing contact details?
No. Use only details present in the issue or other returned data. Specify how to handle missing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Bidsketch. A trigger fires from one place; an action lands in another.
GitHub 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 Workflow Artifact Created
Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.
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.
Branch Changed
Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
New Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Check Run Status / Conclusion Changed
Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Check Suite Status / Conclusion Changed
Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
New Code Scanning Alert Created
Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.
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.
GitHub and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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