Start Bidsketch client intake from a new task list
Create the client record when you open a dedicated task list for a new engagement.
Trigger
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.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Opening a planning list is easy, but the matching client record often gets delayed.
- Start intake immediately
- Keep planning and CRM aligned
- Reduce setup omissions
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Bidsketch in Notis.
- 2Create an automation for new client intake lists.
- 3Tell Notis to create a Bidsketch client when a newly created list matches your intake naming rule.
- 4Pick New Task List Created as the trigger.
- 5Choose a report channel and test with one new client list.
Questions about this workflow
What if the new list lacks contact details?
Notis can create only the available record details and report what still needs to be added.
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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