Review Bidsketch client details after Typeform submission
Get the relevant client context before you start proposal work. Notis can fetch the Bidsketch record and report what needs attention.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Get Client
Tool to get a client by id. use when you need detailed client info after obtaining its id.
Why this helps
Proposal preparation starts without a reliable view of the client's current record.
- Surface existing client context
- Spot missing information early
- Reduce context switching
Setup
Build it in a few focused steps.
- 1Connect Typeform and Bidsketch in Notis once.
- 2Create an automation that retrieves the matching client and summarizes it against the new response.
- 3Pick the Typeform New Form Response trigger.
- 4Choose where the run report should be delivered.
- 5Test with a response for an existing client.
Questions about this workflow
Does this change the client record?
No. This workflow retrieves the client so Notis can report context and gaps.
Can it handle a new lead?
If no matching client exists, the report can identify that the lead needs client creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Bidsketch. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform 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.