Start prospect proposal work with a Bidsketch client
Give a prospect kickoff in Slack a client record so proposal work can begin without a separate setup reminder.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
A new prospect channel can start a flurry of coordination while the basic Bidsketch client setup gets deferred.
- Tie prospect kickoff to a concrete client record.
- Reduce administrative steps at the start of a sale.
- Make proposal preparation easier to pick up.
Setup
Build it in a few focused steps.
- 1Connect Slack and Bidsketch once through the Notis portal.
- 2Create an automation with a plain-language prompt to create a client only when a Slack message clearly starts a prospect kickoff and provides client identity.
- 3Select Slack's Channel Message Received trigger.
- 4Choose a channel for run reports and test with one real kickoff message.
Questions about this workflow
Does creating a channel alone create a client?
No. This workflow listens for a kickoff message with enough client context to justify creating a record.
Could this overlap with lead capture?
Use this workflow for prospect kickoff messages and the other client workflow for general new-lead handoffs, with prompts that define their distinct situations.
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
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.