Keep client records current when contact details change
A changed email or role should update the client record before the next proposal is sent.
Trigger
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Contact updates happen in Outlook but leave old details attached to active proposal work.
- Reduce bounced follow-ups
- Keep client details consistent
- Maintain cleaner proposal records
Setup
Build it in a few focused steps.
- 1Connect Outlook and Bidsketch in Notis once.
- 2Create an automation named Contact change to client update.
- 3Tell Notis to match the changed Outlook contact to a Bidsketch client and update only confirmed details.
- 4Pick Outlook Calendar Event Changes as the trigger.
- 5Choose a report channel and test with a controlled contact update.
Questions about this workflow
Can this trigger detect contact changes directly?
Use only the listed Outlook trigger events. If your setup exposes contact changes through the available event, describe the expected change in the automation prompt.
What if no client match exists?
Have Notis report the unmatched contact for review instead of creating a new record automatically.
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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