Create a Bidsketch client from every qualified Outlook inquiry
Stop copying prospect details between your inbox and proposal system. Let Notis create a clean Bidsketch client record when a promising Outlook message arrives.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
New inquiries get buried in email, and client records are often created only after proposal work has already started.
- Capture new prospects while context is fresh
- Reduce manual data entry
- Start proposals from a consistent client record
Setup
Build it in a few focused steps.
- 1Connect Outlook and Bidsketch in Notis once.
- 2Create an automation named New inquiry to Bidsketch client.
- 3Tell Notis to create a client only when the message contains a genuine project inquiry, using the sender and relevant company details.
- 4Pick Outlook New Outlook Message as the trigger.
- 5Choose a report channel, then test with one real inquiry email.
Questions about this workflow
Will every incoming email create a client?
No. Your instruction can tell Notis to create a client only for genuine project inquiries and skip newsletters, receipts, and unrelated mail.
What if the email lacks a company name?
Tell Notis to use the available sender details and leave uncertain fields blank for review.
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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