Create Bidsketch clients from new Google Tasks
Capture a prospect once in Google Tasks and let Notis create the Bidsketch client record.
Trigger
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Prospect details get buried in task lists before they reach your proposal workspace.
- Reduce duplicate data entry
- Keep prospect intake moving
- Create consistent client records
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Bidsketch in Notis.
- 2Create an automation and name the client intake workflow.
- 3Tell Notis to create a Bidsketch client from each qualifying new task and infer details from its title and notes.
- 4Pick New Task Created as the trigger.
- 5Choose a report channel and test with one real prospect task.
Questions about this workflow
Can Notis decide which tasks are prospects?
Yes. Describe the qualifying wording or list context in the instruction, and Notis can skip unrelated tasks.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Bidsketch. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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 Tasks and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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