Create Bidsketch clients from Google Drive intake files
A new intake file can start the client record, so you can move from onboarding to proposal work with fewer steps.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Client details arrive in documents and then need to be entered again before proposal work can begin.
- Reduce duplicate data entry from intake documents.
- Start proposal work with a client record ready.
- Surface missing client details for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to read new client intake files, create a Bidsketch client from confirmed details, and report missing information.
- 4Pick the Google Drive File Created trigger and choose where run reports go.
- 5Test with one real intake file and check the created client details.
Questions about this workflow
What should count as a client intake file?
State the document types or naming convention in your instruction, such as a completed onboarding questionnaire. Notis will use the new file event as its start signal.
Will it guess details that are missing?
The instruction should tell Notis to use confirmed details only and report any required information that is absent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Bidsketch. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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 Drive and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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