Refresh Bidsketch client details from WhatsApp
Keep client records aligned with the latest confirmed conversation details.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Contact corrections shared in chat are easy to miss, leaving proposals pointed at outdated information.
- Prevent outdated contact details
- Reduce correction work
- Preserve conversation context
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Bidsketch in Notis once.
- 2Create an automation named Client detail refresh.
- 3Tell Notis to update an existing client only when the WhatsApp message confirms a changed detail, and summarize the change in the report.
- 4Pick New WhatsApp Message Received as the trigger and choose a report channel.
- 5Test with one real correction message.
Questions about this workflow
Will it overwrite uncertain information?
Tell Notis to update only details explicitly confirmed in the message.
How does it find the client?
It can use the phone number, name, company, or other identifying context available in the conversation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Bidsketch. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Timelinesai and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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