Create Bidsketch clients from WhatsApp leads
Capture new prospects while the conversation is still fresh.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Promising leads get buried in busy WhatsApp threads and never become proposal-ready records.
- Reduce manual data entry
- Keep prospect records current
- Respond faster to buying signals
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Bidsketch in Notis once.
- 2Create an automation named WhatsApp lead to client.
- 3Tell Notis to create a client when a new message includes enough identifying prospect information, and ask it to avoid duplicates.
- 4Pick New WhatsApp Message Received as the trigger and choose a report channel.
- 5Test with one real prospect message.
Questions about this workflow
What if the message lacks a company name?
Ask Notis to create the client only when the message provides enough identifying information and report skipped messages.
Can it avoid duplicate clients?
Yes. Instruct Notis to check existing Bidsketch clients before creating a record.
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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No card. Works with personal or business Bidsketch.