Keep Bidsketch client details current from Slack
When someone sends a clear client detail update in Slack, let Notis apply it to the right Bidsketch record.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Small client updates can get buried in private messages and later require someone to retrace the conversation.
- Carry client updates from a DM into the client record.
- Avoid reopening old conversations to find changed details.
- Keep client information together with proposal work.
Setup
Build it in a few focused steps.
- 1Connect Slack and Bidsketch in the Notis portal once.
- 2Create an automation prompt asking Notis to update a client only when a DM clearly identifies the client and new detail.
- 3Select Slack's Direct Message Received trigger.
- 4Choose a run-report channel and test with one real, non-sensitive client detail update.
Questions about this workflow
Does the Slack DM trigger include every DM channel?
The trigger catches direct messages across all DM channels.
What if a DM is not a client update?
The prompt should tell Notis to ignore messages that do not clearly describe a client detail change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Bidsketch. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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