Keep Bidsketch client records current with webhooks
Send verified customer updates straight into the client record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Client changes arrive through external tools and require repetitive re-entry.
- Reduce duplicate client editing
- Keep records aligned
- Handle updates closer to real time
Setup
Build it in a few focused steps.
- 1Connect Bidsketch in Notis once and prepare the sending endpoint.
- 2Create an automation for applying verified client changes.
- 3Tell Notis how to match the client and which webhook details to update.
- 4Choose the Notis webhook trigger and select where reports go.
- 5Test with one real payload.
Questions about this workflow
How does Notis know which client to update?
Include a reliable client identifier in the webhook or in your prompt instructions.
Can it ignore incomplete updates?
Yes. Instruct Notis to report missing required information and skip uncertain changes.
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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