Remove a Bidsketch client after a confirmed Trello archive
Keep records clean when a confirmed archive means the relationship is permanently closed.
Trigger
Card Archived Trigger
Triggered when a card is archived in the specified board
Action
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.
Why this helps
Closed or duplicate client records remain in Bidsketch because cleanup is easy to defer.
- Reduce duplicate or obsolete records
- Keep account data intentional
- Make cleanup decisions traceable
Setup
Build it in a few focused steps.
- 1Connect Trello and Bidsketch in Notis once.
- 2Create an automation with an explicit deletion safeguard.
- 3Tell Notis to delete the matching Bidsketch client only when the archived card contains your confirmation phrase and the client id is verified.
- 4Select the Trello Card Archived trigger and choose a report channel.
- 5Test with a non production example or a card marked for review.
Questions about this workflow
Does deletion remove proposals too?
Yes. Bidsketch deletes the client and all associated proposals, so require explicit confirmation.
Can the automation report instead of deleting?
Yes, instruct Notis to produce a review report until your confirmation rule is satisfied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Bidsketch. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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 Activity Trigger
Triggered when there is activity in Trello.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
New Board Trigger
Triggered when a board is created in the specified workspace
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
New Card Trigger
Triggered when a card is created in the specified board
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello 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.