Create the client record when the discovery call is booked
A booked call is a useful signal. Capture it in Bidsketch immediately so follow-up can move faster.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Scheduled calls exist in the calendar, but the proposal workspace still lacks a client record when preparation starts.
- Prepare client records before calls
- Avoid post-call admin
- Keep sales activity connected to proposals
Setup
Build it in a few focused steps.
- 1Connect Outlook and Bidsketch in Notis once.
- 2Create an automation named Discovery call client setup.
- 3Tell Notis to create a Bidsketch client from a new discovery call using attendee and organizer information, skipping internal meetings.
- 4Pick Outlook New Calendar Event as the trigger.
- 5Select a report destination and test with one real discovery call.
Questions about this workflow
Can internal meetings be skipped?
Yes. Include a rule to skip events with internal attendees, internal domains, or internal meeting labels.
What happens when a client already exists?
Tell Notis to check for an existing matching record and report the match instead of creating a duplicate.
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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