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Notis

Create Bidsketch clients from Google Sheets rows

Turn your lead sheet into an up-to-date Bidsketch client list.

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

Leads entered by a team member wait too long before reaching your proposal system.

  • Process newly logged leads promptly
  • Keep intake and proposals aligned
  • Avoid duplicate manual entry

Setup

Build it in a few focused steps.

  • 1Connect Google Super and Bidsketch in Notis.
  • 2Create an automation that reviews each new sheet row and creates a Bidsketch client for qualified leads.
  • 3Pick New Rows in Google Sheet as the trigger.
  • 4Select a report channel for successes and exceptions.
  • 5Test with one new lead row.

Questions about this workflow

Can the automation handle unqualified rows?

Yes. Instruct Notis to skip rows that do not meet your qualification language and explain the reason in the report.

Does it create a client for every row?

Only if your instruction says so. You can ask it to create clients selectively based on the row content.

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.

TriggerScheduled

Create Client

Tool to create a client. use when adding a new client record to bidsketch.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

TriggerPolling

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.

ActionInstant

Attendee Response Changed

Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.

TriggerPolling

Delete Proposal

Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.

ActionInstant

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.

TriggerPolling

Delete Proposal Fee

Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.

ActionInstant

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

TriggerPolling

Delete Proposal Section

Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.

ActionInstant

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.

TriggerPolling

Delete Section

Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.

ActionInstant

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.

TriggerPolling

Delete Webhook

Tool to delete a webhook. use after obtaining the webhook id to remove it.

ActionInstant

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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