Turn Salesforce accounts into Bidsketch client records
Keep account intake moving by creating a Bidsketch client from Salesforce account details.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Recreating account information in Bidsketch takes time and can delay the proposal work that follows a sales handoff.
- Reduce repeat entry for account information
- Make new account context available in Bidsketch
- Help proposals move forward after a Salesforce account change
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bidsketch once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe that a Salesforce account should create a Bidsketch client using the available account details.
- 4Choose the Salesforce Account Created or Updated trigger and where run reports should go.
- 5Test with one real account event and check the created client.
Questions about this workflow
Does this trigger include account updates too?
Yes. Salesforce Account Created or Updated runs when an Account is created or updated.
Can I tell it to run only for new accounts?
Notis triggers are selected as provided, and users do not build filters during setup. The listed trigger covers both creations and updates.
Will this update a client that already exists?
The selected action creates a client. If an existing client needs a change, use a separate workflow with the Update Client action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Bidsketch. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Bidsketch.