Create Bidsketch clients from new Pipedrive deals
Start proposal work with the client record already in Bidsketch.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Rekeying new deal contacts into Bidsketch slows proposal creation and causes missed details.
- Removes duplicate data entry
- Keeps proposal records current
- Shortens time from deal to draft
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Bidsketch once in Notis.
- 2Create an automation and give it a clear name.
- 3Tell Notis to create a Bidsketch client from each new deal using the available deal and contact details.
- 4Choose the Pipedrive New Deal Received trigger and a report channel.
- 5Test it with one real deal and review the run report.
Questions about this workflow
What happens if the client already exists?
Tell Notis to check existing Bidsketch clients first and update or skip duplicates based on your instruction.
Can this include company and contact details?
Yes, the prompt can ask Notis to use the details returned by the Pipedrive event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Bidsketch. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Note Received Trigger
Triggered when a new note is created in Pipedrive
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
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.
Pipedrive and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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