Turn prospect intro events into Bidsketch client records
Capture a new prospect while the conversation is fresh. Notis can use the event's organizer details to create a client when the invite clearly identifies them.
Trigger
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Prospect details can get lost between scheduling an intro and preparing a proposal.
- Capture prospect details while they are easy to find.
- Avoid creating a duplicate when a matching Bidsketch client already exists.
- Flag missing client details for follow-up instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Bidsketch once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to create a Bidsketch client only when a new intro event clearly identifies a prospect, check for an existing match first, and report missing details.
- 4Choose Event Created as the trigger.
- 5Choose a report channel, then test with one real intro event.
Questions about this workflow
Will every new calendar event create a client?
No. In your instruction, limit creation to intro events that clearly identify a prospect and require a duplicate check first.
What if the invite does not include enough client details?
Tell Notis to report which details are missing and leave the client record uncreated.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Bidsketch. A trigger fires from one place; an action lands in another.
Google Calendar 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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
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.
Google Calendar and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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