Keep Bidsketch client details current from Telegram
Make client changes where you already discuss the work, then let Notis carry the update into Bidsketch.
Trigger
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Address changes and corrected contact details can be easy to miss when they arrive in a fast-moving conversation.
- Reflect clear client corrections in Bidsketch promptly.
- Avoid revisiting old chats to remember a promised update.
- Keep client information consistent for proposal work.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Bidsketch to Notis once through the portal.
- 2Create an automation in the portal or describe it to Notis conversationally.
- 3In one instruction, ask Notis to identify explicit client detail changes and update the matching Bidsketch client only when it can confidently identify the record.
- 4Select Telegram New Message Received and choose where Notis should report runs.
- 5Test with one real, unambiguous client update and check the resulting record.
Questions about this workflow
How does Notis know which client to update?
Mention the client clearly in the message. The prompt should instruct Notis to ask for clarification when multiple records could match.
Can I use this for a new client instead?
This workflow is for updating an existing record. Use a separate client-intake workflow for new records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Bidsketch. A trigger fires from one place; an action lands in another.
Telegram 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 Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
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.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
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 Edited
Triggered when a message in a chat your bot can see is edited by its sender.
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 Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
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.
Telegram 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.