Keep client records easier to trust with a scheduled review
Use a recurring prompt to scan your client list for the records you want to tidy up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Clients
Tool to retrieve all clients. use when you need to list all clients on the account.
Why this helps
Client records can become inconsistent over time, making it harder to find the right account during busy work.
- Create a regular moment to check client records.
- Surface possible duplicates for human confirmation.
- Focus review on the data fields you care about.
Setup
Build it in a few focused steps.
- 1Connect 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 retrieve clients and flag possible duplicates or incomplete records according to criteria you specify.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with the current client list and confirm the flags are useful.
Questions about this workflow
Will it merge or delete client records?
No. It reports possible cleanup candidates for you to review; it does not merge records.
Can it identify incomplete records?
Yes, if you specify which client details should be present and those details are available in the returned client data.
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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