Create Bidsketch clients from new Google Drive briefs
A new project brief can become a client record without another admin step.
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
Project folders get created, but client setup is forgotten until proposal time.
- React when a brief is filed
- Keep project setup moving
- Lower administrative overhead
Setup
Build it in a few focused steps.
- 1Connect Google Super and Bidsketch in Notis.
- 2Create an automation that reads each new brief and creates a Bidsketch client when the document identifies a prospective customer.
- 3Pick File Created as the trigger.
- 4Choose the run report destination.
- 5Test with one representative brief.
Questions about this workflow
Can it read a document inside a new folder?
Yes, if the file creation event includes the document content or accessible details needed by your instruction.
What happens when the brief is incomplete?
Ask Notis to report missing details and hold off on creating the client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Super to Bidsketch. A trigger fires from one place; an action lands in another.
Google Super 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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
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 Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
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 Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
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 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 Super and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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