Create a Bidsketch client from a new slide
Turn a qualified introduction into an organized client record immediately.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
New client details remain in presentation notes until someone creates the record.
- Capture qualified prospects faster
- Reduce missed handoffs
- Start proposal work sooner
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Bidsketch in Notis once.
- 2Create an automation for qualified client creation.
- 3Tell Notis when a new slide contains enough information to create a client record.
- 4Pick New Slide Added as the trigger and choose where reports go.
- 5Test with one real introduction slide.
Questions about this workflow
Will every new slide create a client?
No. Your instruction should require clear qualification and client details.
What if the client already exists?
Ask Notis to check for an existing client before creating a record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Bidsketch. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
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.
Google Slides and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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