Create Bidsketch clients from new Google Sheets leads
Add a lead to your sheet and let Notis create the matching client record in Bidsketch.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Copying lead details between a spreadsheet and Bidsketch adds friction and makes it easy to lose track of a new prospect.
- Reduce duplicate data entry when a lead arrives.
- Keep new prospect intake moving without switching apps.
- Get a run report when Notis processes a new row.
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 create a Bidsketch client from each new lead row, using the available client details and flagging missing required information in the run report.
- 4Pick the Google Sheets New Rows in Google Sheet trigger and choose where run reports should go.
- 5Test with one real lead row and review the created client.
Questions about this workflow
What should the sheet contain?
Include the client details needed for the Bidsketch record, such as a name and contact information. Notis can report missing details for you to resolve.
Will this create a proposal too?
No. This workflow creates a client record using the Bidsketch Create Client action.
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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