Start proposal work when a Salesforce lead arrives
A new lead can become a Bidsketch client automatically, ready for your next proposal conversation.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Copying lead details into a separate proposal tool adds busywork and creates another place for new prospects to get lost.
- Avoid retyping new lead details
- Keep prospect intake connected to proposal preparation
- Start follow-up with a client record already in Bidsketch
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 each new Salesforce lead should create a Bidsketch client using the available lead details.
- 4Choose the Salesforce New Lead trigger and where run reports should go.
- 5Test with one real lead and confirm the client details look right.
Questions about this workflow
What starts this automation?
The Salesforce New Lead Trigger starts it when a new Contact is created as a Lead record.
Can it create a proposal too?
This workflow creates a Bidsketch client. It does not create a proposal.
What if a lead does not include every client detail?
Notis can use the details Salesforce returns. Any missing information needs to be added separately.
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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