Turn new Gmail proposal inquiries into Bidsketch clients
Capture qualified project inquiries as client records while the conversation is still fresh.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Promising project inquiries can get buried in an inbox before anyone adds the prospect to Bidsketch.
- Reduce manual copying from inquiry emails.
- Keep qualified prospects ready for proposal work.
- Skip creating records for messages without enough client detail.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to assess new inquiry emails and create a Bidsketch client only when the email contains enough identifying details.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real inquiry and check the resulting client record.
Questions about this workflow
Will every new email create a client?
No. In your instruction, tell Notis to create a record only for messages that indicate a genuine project inquiry and provide enough client details.
What if the email does not include a company name?
Tell Notis what minimum information is sufficient. If the message lacks that information, the automation can report that it needs review instead of creating a client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Bidsketch. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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 Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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