Update Bidsketch clients from changed Google Docs
Keep important client details current as your working documents evolve.
Trigger
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Contact and company changes stay trapped in documents while Bidsketch shows old information.
- Reduce stale client data
- Review meaningful document changes
- Keep proposal recipients accurate
Setup
Build it in a few focused steps.
- 1Connect Google Super and Bidsketch in Notis.
- 2Create an automation that compares updated client documents and applies confirmed changes to the matching Bidsketch client.
- 3Pick Document Updated as the trigger.
- 4Choose where reports should go.
- 5Test with one document that contains a known client change.
Questions about this workflow
How does Notis find the matching client?
Tell it which identifying details to use, such as company name or email, and ask it to flag ambiguous matches.
Will every document edit change Bidsketch?
Only edits containing relevant client information should be applied when your instruction defines that boundary.
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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