Update Bidsketch client records when a Sheet row changes
When a client detail changes in your tracked sheet row, ask Notis to update the corresponding Bidsketch record.
Trigger
Spreadsheet Row Changed
Triggers when a looked-up spreadsheet row changes. This trigger monitors a specific row (located by searching for a query value within a user-specified range) and fires when the row's values change, when the row appears, or when the row disappears.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Client details can drift between a source spreadsheet and Bidsketch when updates have to be copied by hand.
- Reduce mismatched client details across your tools.
- Keep updates tied to changes in a specific monitored row.
- Surface cases where the row does not identify a Bidsketch client clearly.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to update the Bidsketch client identified by the changed row, and to report when the row does not provide a clear client id or match.
- 4Pick the Google Sheets Spreadsheet Row Changed trigger and choose where run reports should go.
- 5Test with one real client row change and review the updated record.
Questions about this workflow
How does Notis know which client to update?
Include a reliable Bidsketch client identifier or an unambiguous matching detail in the monitored row and state how to identify the client in your instruction.
Does this monitor every row in the sheet?
The Spreadsheet Row Changed trigger monitors a specific row located by searching for a query value within a user-specified range.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Bidsketch. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
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.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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 Sheets and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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