Keep Bidsketch client details aligned with Trello
When a lead changes in Trello, keep the client record current without hunting through both apps.
Trigger
Card Updated Trigger
Triggered when a specific card is updated
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Contact changes get trapped in project cards and never reach the proposal system.
- Reduce stale contact data
- Avoid manual cross app checks
- Keep proposal recipients accurate
Setup
Build it in a few focused steps.
- 1Connect Trello and Bidsketch in Notis once.
- 2Create the automation from Automations, New Automation.
- 3In one instruction, ask Notis to find the matching Bidsketch client and apply relevant changes from the updated Trello card.
- 4Select the Trello Card Updated trigger and a report channel.
- 5Test with one card that has a known client match.
Questions about this workflow
Does this overwrite every client field?
Tell Notis which changes are safe to apply; it can leave unrelated fields untouched.
What if no matching client is found?
The automation can report the mismatch for review instead of making a new record.
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.