Keep proposal client records up to date
Let changed contact information reach the proposal workspace automatically.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Outdated client details create avoidable friction just before a proposal is sent.
- Reduces stale records
- Avoids last-minute corrections
Setup
Build it in a few focused steps.
- 1Connect both integrations to Notis once.
- 2Create a portal automation with an incoming webhook trigger.
- 3Describe updating the matching Bidsketch client from changed contact details, select reports, and test it.
Questions about this workflow
Can this update only specific changes?
Yes. Explain which incoming changes should update the client record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Shorten rest to Bidsketch. A trigger fires from one place; an action lands in another.
Shorten rest triggers
Bidsketch actions
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
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.
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.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
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.
Not just Shorten rest and Bidsketch. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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