Keep Bidsketch client records aligned with Outlook
When a client changes roles, domains, or contact details, update the record while the email is in front of you.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Important client updates remain trapped in email, leaving proposal records stale or inconsistent.
- Keep proposal records accurate
- Reduce duplicate or outdated client information
- Capture changes during normal email work
Setup
Build it in a few focused steps.
- 1Connect Outlook and Bidsketch in Notis once.
- 2Create an automation named Refresh Bidsketch client details.
- 3Tell Notis to compare each relevant new message with the matching Bidsketch client and update only clearly supported details.
- 4Pick Outlook New Outlook Message as the trigger.
- 5Select a report channel and test with an email containing a confirmed client update.
Questions about this workflow
How does Notis find the matching client?
Tell it to use reliable details such as the sender email, company name, or client identifier and ask it to pause when the match is ambiguous.
Will it overwrite correct information?
Your instruction can require evidence from the email and limit updates to details that are explicitly confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Bidsketch. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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