Check proposal history for new organizations
Know what Bidsketch already contains before creating more records.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Get Client
Tool to get a client by id. use when you need detailed client info after obtaining its id.
Why this helps
Teams create duplicate client records because prior proposal context is hard to find.
- Helps prevent duplicates
- Surfaces existing context
- Speeds qualification
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Bidsketch once.
- 2Create and name the automation.
- 3Describe that Notis should retrieve the matching Bidsketch client profile and summarize whether it exists.
- 4Choose New Organization Received and a report destination.
- 5Test with one organization.
Questions about this workflow
Does this create a record if none exists?
No, this workflow only retrieves and reports the profile. Pair it with a separate creation workflow if needed.
Can the report include key fields?
Yes, specify which returned client details should be summarized.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.