Recognize returning clients in new Gmail inquiries
See whether a new inquiry may come from someone you already work with before starting another client record.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get Clients
Tool to retrieve all clients. use when you need to list all clients on the account.
Why this helps
A familiar client can look like a new lead when their latest project arrives in a fresh email thread.
- Surface likely matches before intake work begins.
- Reduce duplicate client records through review.
- Keep returning client context easy to spot.
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 review new inquiry emails against the Bidsketch client list and report likely matches for review.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real inquiry from a known client and review the report.
Questions about this workflow
Does this workflow automatically update or merge clients?
No. It uses the Get Clients action to identify likely matches and reports them for review.
Can it tell whether two records are the same person?
It can compare details available in the email and client list, but a match is a suggestion for you to verify.
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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